We've all assumed for some time that BAE would be the most logical partner from the Military applications of POET. They've had the longest working partnership with PTK, and have been entrusted to validate the various milestones. What would happen if a Raytheon or Lockheed or Boeing made a play? Makes you wonder if exclusivity language has been in the works for a while now.
It should also be noted that Hewlett Packard was considered the #20 US Defense Company last year.