Clearly the Market not believing Fallon remarks about Transmode Customer.

Possibilities:

1.- Customer went with a different supplier - If so Fallon would lose credibility when new supplier is revealed.  I seriously doubt this to be the case

2.- Customer has obtained a second source for the equipment.  This is not out of the realm of possibilities as it is customary among some large telecoms and large corporate enterprise to do this.

3.- Customer has truly only paused and will be coming back at some point in time during this year but likely beyond Q2.