Hard to know where these ann. sit without any real details could...

Hard to know where these ann. sit without any real details could be anything from CR window dressing to substantial future revenue generating income. Vietnam makes alot more sense than China though so that' a distinct positive.

Biggest issue IMO is that carrier level rollout is still looking unprofitable (Freeway + Overpass made you sub 200k income last qtr if your lucky) what happens when you add another level of handouts to the process ...