All you have to do is go to the Empire Club Video in the Library Section and listen to Dr. Taylor at about the 43:20 mark.
For me, when Dr. Taylor states "the transition is going to be made almost seamlessly, if we can move the POET Fabrication into an existing 8 inch line, that will be the sweet spot for the industry......with the least possible transition expense", that is all I need to sit tight and wait.