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Message: Re: intel - walconst
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I don't know any on a first name basis, but since i was at the TO meeting I'm aware of the pitch POET was using to get the tranches filled. Based on that I think many are still looking forward to a liquidity event end of this year, to the beginning of the next. It all seems to hinge one the 100nm clock rate meeting expectations. The more I think about it the more i subscribe to Aves/fairchij notion that the 100nm might trigger a PDA partnership. Meantime, POET can continue enticing other potential partners knowing their current MS will be aligned with industry needs.

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