The recent buying (as opposed to all the directors with the exception of GK buying in the August timeframe) has been from a new director. The volume he has been buying (he now owns 40k shares) isn't enough to be suspicious, although it is nice to see he has a little faith.
I'm disappointed that GK hasn't joined in the buying. I know he has over 3 million shares, but he hasn't put any of his own money in since before the IPO
Telenet is doing 75K of these CPUs per quarter according to their press release right now for Aircel and Tikona as they are launching to businesses. Sequans did 300k units Q2 altogether. They haven't lost anything since then, only gained. Add Gemalto (which is sampling now) the E Fun tablets (not going to be a real big deal) is probably another 50K (thats only 10 per Walmart store carrying them) along with a couple of M2M routers and a little bit of China business and I think they will be around 500K total units this Q and may surprise us on the upside.