I think you are just being "analytically conservative." They announced a deal with POET, they named names, and we figured out it was 3 months in the making because the announcement included a blurb about the OFC in future tense, when OFC was already over. Just reiterating for all here, it's been said before.

Foxconn, in announcing the partnership, takes it to 85% of a sure thing in my book. With Luxshare already working with POET, and Arista, and Adva it kinda starts to come into focus that we have a real deal with FIT. Then there is CAI.

As hard as it is to gain traction with these big companies, once you have it, they hate to be left out if you have the more elegant and cost-effective solution.