If you haven't already found it, the Telco deal is discussed at minute 57:22, small blurb at 1:02:20, definition of imminent 1:08:15. I seem to remember another blurb somewhere in there about a bulk deal, but didn't catch it on the second pass.
If you have time, best to listen to the whole thing. Good info throughout.
BUD Price at posting:
3.0¢ Sentiment: Buy Disclosure: Held
