Is this what we expect the next announcement to be? A...

Is this what we expect the next announcement to be? A confirmation of the IMEC collaboration extension? Seems like the market would respond to:

3 months extension: extremely positive
6 month extension: neutral
9 months + extension: badly

The other thing that might be coming through soon is the granting of more patents.

Something else to consider when thinking about timeframes is that the HGST extension was for 12 months running through to the end of June 2020. I think there may have been a strategic reason for renewing early in which WD had been given some indication that proceedings would be wrapped up by June 2020, and that if they didn't want to leave money on the table, to renew at that point so that the contract would run out when 4ds is finished testing.