Overall I was satisfied.

We will have initial small orders for 100G CWDM Tx, 100G/200G Rx and 400G FR4 Rx in Q4.

That is the start of commercialization.

Orders for the above will ramp through 1H '23 to large volume in 2H '23. 

Then 100G LR4 Tx/Rx orders commence in Q1 '23 and will ramp likewise.

200G FR4 Tx follows in Q2 and ramps likewise.

We can look forward to the 400G Tx deliverable in Q4 this year, which paves a clear path to 1.6T solution. 

I can wait for all of the above.

They did not seem concerned about cash balance, they said it was not front of mind. So they must have solutions for that when the time comes.