That's my view as well. They have time to start focusing on other paths of revenue. I see it as a clear sign that they have qdots for film ready for use and they are shifting focus.

I don't think we will hear anything about qdots for film commercial production until an OEM announces a new product. QMC will likely follow an OEM announcement with their own PR.

Now we're just waiting to see which OEM announces or seeing numbers in the 10K at the end of next month, or 10Q in mid-November.

I'm not sure what will come first.