I did preface that with the word "fantasy". I had more or less...

I did preface that with the word "fantasy". I had more or less written off these options at the start of the year, when I saw the roadmap for this year. We really needed a far more agressive rollout than the roadmap outlined for these UNTO's to have any chance of being exercised.
But I also understand the balance of being able to build and support new technology, with moving it forward in a timely manner, so I'm glad I didn't bet the house on them.
It does concern me some of the positive ramping on the UNTOA's. We're pretty much in the same situation as I was with the UNTO's two years ago. "Only need the SP to double, and we're set". Never happened for the UNTO's, so while I'm a little more confident that the UNTOA's may work out, I'm also not betting the house on those either.