The last NR could not tell us all the detaills of this success!
The Company completed its "3rd Party Foundry" 40/100-nm transfer milestone consisting of completing the critical layers of the Transistor Fabrication Process.
This is just a headline; in a NR they can not tell us more. But: I am sure there is a lot to tell.
What IC did they produce, which yield, which specs did they achieve?
Usually things like the RO and the VCEL are exactly what they would test first. Most probably they already are miles ahead of these further milestones, so they are playing safe to be sure to hit the next milestones until end of March - by the way just another 7 weeks.
So my 2 cents:
POET is able to issue next NR at any time (besides CEO of NRE),
but they can - from now on, also publish fundamental achievements of this milestone, and I guess without violating NDA.
This means we can - from now on - see papers giving us detaills about their results, and Ajit or Daniel can give interviews and public talks in general about POET, but salted with detaills like specs, first yields: profound facts.
This, my friends, will move the market, and the SP. I am sure they now can give proofs about their 15sec statement that POET can change the very foundation of electronics!
Interesting times ahead!