From P2:

New strategic relationships: Per Company representatives, the Company is developing today a strategic relationship with a leading company in the electronic design automation industry which works with all major semiconductor designers and fabricators. Specifically, such company develops tools and provides services for digital system-on-chip designs. Per Company representatives, it will be much easier to market POET and to gain market acceptance, if and when, the Company can provide the associated structure models in a ready-to-use form, as is common with other technology providers.

They are clearly talking about Synopsys. ''The effective date of the opinions and conclusions in P&A’s report is March 1, 2014'', the relation between Synopsys and Poet is probably more advanced than we think.