A lot of shares to chew through...this news should really be enough to eat up a lot of them, but with hundreds of millions out there it will really require massive volume and a lot, no, a huge amount of interest from buyers.
They still need to do more work promoting the OI, these pesky NDA's don't help, but it's coming along nicely.
I've personally given up on a NAT1 being named...they will just be another customer announcement when the time is right, or as VR says "...as we are able."