Informed Skepticism Yfi has touted ongoing discussions etc with multiple telcos, multiple cablecos, multiple handset and tablet manufacturers and multiple wifi industry players. None of these have evolved into anything in terms of substantive business. So I'm now long past considering the POC to be anything but an addition to the pile. If you're willing to tout a partnership with a guy in India as a big multi million dollar initiative you're not sitting on any kind of news.