Now all we need is a RMBS announcement re: the first customer for this Root of Trust Core.
In my opinion, what is likely more important is an announcement of the first customer, - customers.
Keep in mind that in the past the CEO has eluded to a CryptoManager core business model where the CryptoManager core is provided for free (or at cost) to the first customer (i.e. the processor manufacture that uses the core), then Rambus participates in the downstream revenue opportunities from there (assuming that materializes).
In other words, in my opinion the most important piece is the first customer – customers that will use the core downstream.