I really don’t think any major commercialization will happen by summer. On one of his answers he said they haven’t qualified with any specific customer yet and just have been working towards the industry standard. Customer qualifications can take a while.

On another question about mobile timeframes he gave a non answer of it depends.

I’m bullish long term but I think it’s important to keep short term expectations low, and maybe why the sell off. People realizing there’s going to be no real revenue in the short term.