I think we may have read too much in the Update. If it is a new partner, I don't see why they would not put out a NR instead of relying on public sleuth to deduce everything from hints/clues. Why would there be a NR next Tuesday? The proven parts are the many patents but commercialization is unproven until a buyout or licensing agreement is announced. I agree that a buyout is much more likely as along as POET can prove their chip can actually work with real commercial product. Just want to test my first post so don't call me Dave.