Rick, who do you think the 400G FR4 and other products are for? The NA T1 customer. They are the driver of these products and we are still working to supply them.

They helped us complete the OI, told us we need to figure it out so that things like lasers meet their specs, which is where the NR with the global laser supplier comes in. If they're not with us anymore then why would we go get those lasers? To make it as a qualified supplier we need those lasers, and it's getting us closer.

Hence, they are very much with us.

I see the recent sell off as a macro trend more than company fundamentals. Yields up, risk off, speculative growth equities fall. Once market gets a grip and is risk-on again, the company would be ready and the stock would be ready.