I think that our first and the biggest (investor, client, partner) OEM will be Google (Ajit Manocha at the same table with Eric Schmidth and Jonathan Rosenberg seen at EC, and there is no way that these two google guys have no idea about "Powered by POET".
As far as the 3rd party foundry goes I still bet on GloFo. All IMO.
We already have the leading company by sales in the EDA (Electronic Design Automation) industry with us and it's Synopsys. Stay strong and long (what she said last night ;) )
p.s April, May and June shoul be really interesting.
cheers