Just an indication that Poet is visible for some people, but in general in NDA stealth:

This weekend I met a friend from university time, now working at Infineon, R&D for chipcards. I told him a little about my investment. And I asked him about his opinion.

He grinned and told me that he can not tell me that he knows about Poet! Then we changed our conversation... So, to me it is clear, like Eileen said, R&D in this field is tricky, but we should know that some of these guys are not blind!