also, from the same SEC filing:

"The Company continues to believe that focused investments in R&D are critical to its future growth and competitive position in the marketplace and are directly related to timely development of new and enhanced products that are central to the Company’s core business strategy. As such, the Company expects to make further investments in R&D to remain competitive."

so ... my question remains: what the devil has Mr. AAPL Special Projects Semiconductor Guy (Bob Mansfield) been doing since July 29th? (when, curiously enough, he was put on a mission just two days after the POET rebranding became official).

GLTA,

R.