I agree. My guess is that they are at fork in production ramp. They need to choose between high production high risk or low production low risk. If they are 10

I agree. My guess is that they are at fork in production ramp. They need to choose between high production high risk or low production low risk. If they are 100% certain this is the final form factor they would take one path. If they think we need to get this out in the world and see how it is useful they would take the other.