Well Aves do we really need any more info if we can piece together all the clues we have to date. If I may sumarise my thoughts.

The company is really heads down at the moment dealing with the very real problems of signing up partners, but NDA make it rather difficult to keep us sharehoders right up to date.

Then there's the old maxim follow the money, we dont see any of the big hitters bailing out do we. So I expect they know a whole lot more than we do from their, why should we keep invisting in you?, discussions with POET management.

On the tech side there's the100nm and lower remark. What does that mean?. It would seem as if that the partner who asked for the technical side to be honed down to 100nm is being a bit picky and demanding, but as Geof Taylor said in his article, they have got that one covered really, they just need some more time.

The valuation is with a third party, I'm a bit unsure on this one I must admit, but it should be all but done, again they have not really said they are going to inform us. I suspect that the report is really needed to inform the strategic decisions the managment have not yet gone firm on and they are not going to reveal theirpoker handtoo early are they?

I suspect that its the MS 8 honing down process less than100nm thing that is probably what's stalling NR.

I thought that the additional information in the F20 was helpful, spelling out their strategy in more detail than we have ever had before.

Its not been a very formal way of releasing information but it has been creeping out in dribs and drabs which is probaly deliberate psy ops to placate the little guys like us.