$36 to $24 million is reduced operating expenses per quarter.
Also, MRVC CEO noted VZ is going ahead with FTTP rollout regardless of UNE-P Regulations. It's SBC and BS who reluctant and waiting because their "Fiber to the Curb" plans could be affected by new FCC UNE-P regs (From the curb to house would still be copper).
I went back on and listened again. Noam said, revenue potential for FTTP is 50-500 million. He said something like, "We are just starting in full production now. Revenue will start Q4 - Q4 will be a reasonable quarter and continue on from there." Later he said, "Verizon has made their bets and are going ahead with FTTP roll-out, they are in full production and we are in full production." I might be a little off but it's close.