Leafs 67: At first, after listening to Bob's comment's it was easy to tell that he know's a lot more about Poet since the last time I called in. (Meeting with the company twice will give you a much better idea of what's happening). But that being said, I don't think he knows anymore than the average poster on this forum, but he will very soon!
First of all, I like the way you asked your question: short and with the major items direct and straightforward.
I agree Bob was well-informed – and FJ will deserve his credits here. He also mentioned the advantages of integration of optical and electrical stuff into a single die. On the other hand Bob does not know more than we do. All as it should be! The difference is that Bob is a multiplicator on a much larger scale than we are, so he might have some impact on those starting to look into the company during the long Canadian weekend.