Just listened to Peter's interview again, he uses the words " we...

Just listened to Peter's interview again, he uses the words " we are thinking a module" that can be plugged in, does this mean these modules are only a thought process at this stage or in development stage, strange choice of words to use when you have chips coming in 6 weeks time to only be " thinking", am I looking to far into this guys?
Also the words " small engineering companies" has again pricked my ears, why small players, what of the large organisations we are lead to believe are EAPs, not trying to be negative just keen to get honest views without pictures of rocket ships saying to the moon etc