Totally agree with TechGC. Let's stay grounded. If we get any news before the CC or on the day of the CC, I will be very pleasantly surprised.

We know this company takes much longer than any of us expect, to deliver tangible results. They eventually deliver, but never in the timeframe we think.

This is not necessarily a criticism. It's just the reality of bringing cutting edge technology to an industry that has a very long development cycle. And that's with silicon. Add on the disruptive nature of Poet on GaAs and it's no surprise timelines keep getting reset.

My biggest hope for the CC is they finally provide achievable timelines and a go-to-market plan that is credible and realistic.