Just to clarify Sparkdog, I'm not saying the MS have no importance, I'm saying they are taking a back seat right now compared with establishing a relationship with a primary PDA partner who may require a TDK before a deal gets done.
Also, I admit that I wouldn't have formed such an opinion unless it was suggested by others close enough to the company to make me rethink my own obsession with the MS.
I think the MS announcments might come packaged with a BAE deal and a completed POET TDK.