Could somebody unpack this for me? What changed? From previous forecasts of "millions of displays a month" to this. Previously they mentioned a new shooter in the game. But the reference here seems to imply that the company they opened with (speculation being Intel, Session 40 ) remains viable as THE manufacturing partner in the ongoing negotiations. But the delay...Sculley did that interview with Charbax. The "virtual reality is first" interview. What does that mean for AR? These guys are as clear as mud. They are too smart not to know what they are doing for good or ill or is that giving them too much credit?. They have always been terrible on timelines and forecasts. EVF, Depo Machine, time to market for new displays and the latest doozy, "Millions of displays a month in 2020.". Occam's Razor would seem to indicate they are just to eager ("be there for the success"), shoot from the lip and damn the consequences or are they sowing confusion on purpose. More stealth BS. "Don't want others to know what were up to." Sorry/not sorry shareholders you are only collateral damage.

Andrew Sculley

Yeah, certainly by urgency we meant that the next generation headset that will have our displays in it isn't going to be as soon as we had hoped. And therefore, the work with the mass production partner is slower than we had hoped as well. The one that we have talked about for a while, who did due diligence on our technology, et cetera, that's we're still talking to them. And the other ones we're talking to are more likely to be a licensing-type arrangement.

Michael Malouf

Got it. And you would do one or other, is that correct?

Andrew Sculley

Well, I think if you - if we made the one to be our real partner, it would be in our best interest, joint best interest, not to license everybody else.