54-40, the delays are indeed real. Here's my take on it.

April: Suresh expected design wins. Mgmt started talking about it. If design wins did come in April and it takes 3-9 months to go from win to prod, then it'd make sense to expect prod in Q4 this year.

Oct: we just got that design win finally. We were told there were hiccups along the way, but we finally got there. That win is most likely for the 100/200G engines.