Someone mentioned that DL/CAI commented about locking up supply for his product to ensure it is available when he needs it. If that is true then that would mean he is ordering what he needs from all suppliers and one would think that would include POET. So if supply becomes an issue the big companies who have priority will be making sure they lock up supply as well. I am thinking Luxshare and Foxconn could be directing their suppliers to ensure POET has access to capacity ahead of the demand curve.