Why not reveal who this is?
- fab does not want to be associated by name with Poet.......yet
- new Poet CEO may be from their ranks
- knowing fab could reveal what other partners are collaborating in 2.0
- given $$ involved, IP is too sensitive to reveal transition location
- maybe a smaller fab like TSI - and Poet wants everyone to think its the likes of GF
- associated deal must close (eg. IBM/Global) before involvement released publicly
Other thoughts???