It's nice to think the Dr.V was referring to POET, but from I gather, the word POET was never mentioned in his speech.

This is a little troubling since he is our CEO, however, due to the immense limitations that NDA's put him under, I suspect that is the reason POET was not specifically mentioned.

I have read through the initial iteration of Dr. V's presentation (thanks Abel 00) and it certainly sounds like it could be similar to what he presented today, but without the actual text of what he said it's impossuble to say whether they were identical or just similiar.

It has been stated that Dr.V was likely assigned this presentation before he accepted the CEO position, but I believe he has known about his elevation for some time now, perhaps even before he accepted the gig at LetiDays.

Nevertheless, I think it's important to note that Dr.V, in public, did not present POET in any sort of public way. What I gather from that fact is that the muzzle is still tightly in place and the company is not ready to provide anything further at this time.

The more I think of it, the more I like news sometime after the GF/IBM transfer of the Malta facility in early July, but definitely am not holding my breath.