Aiming to become the global leader in chip-scale photonic solutions by deploying Optical Interposer technology to enable the seamless integration of electronics and photonics for a broad range of vertical market applications

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Message: AM's message.
I think you miss the point. You are correct about the announcer mentioning his connection to poet. However, that doesn't mean AM himself needs to elaborate any further. That said, I find it hard to imagine that if he takes questions, things won't gravitate toward POET. It will be interesting to see if he tries to redirect things.

I totally agree though, that this is very unlikely to affect the SP.
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