We live in an inventory free time, when OEMs want timely delivery but don't want to store volume purchases because of a number of reasons. I am sure that OEMs can change QD suppliers in a flash with built-in out clauses if a better product or price comes along. Display OEMs are analytic Kings with their projections. They have to look far into the future. Maybe Nanosys is supplying them today, but that doesn't mean they will tomorrow.