Rainer' - Alas, a definitive statement is lacking'.

I feel somewhat inhibited by those who consider that dot joining is tantamount to pumping or capable of dagerously raising expectations. But your statement is indicative of the environment we live in where the company cannot possibly reveal all because of the NDA agreements they sign. But why would they not reveal a seemingly innocent piece of information as to who had the contract to made POET Epitaxial materiels.The hint at Intelligent Epitaxi in the MD&A may be revealing.

Possibly no big deal here but when this was discussed previously I remember the discussions included the possible necessity of requiring two sources of epitaxial materiels to mitaigate risk for production secuirty possibly for a third party. Could the the missing link point to a customer?

My principle point is whilst under NDA, and we have been told they exist, dot joining is our only means at determining what might this company be actually doing in the necessarily secret world of IC development. The biggest unexplained dot of course being the presence of Tony Blevins as a member ot the TRAB.

At a time when investor fatique is at its highest, I take comfort in two facts:

1. This company is in the processs of producing VCESEL and Detectors for the Datacentre Veticals which are market leaders.

2. The existance of NDAs indicate that this company is in the process of contracting with Customers - one of whom becuase of the TB connection could be Apple.

Towards the end of June I will be sailing Sula to her new home in Cornwell where her new owner and my new sailing partner has his mooring. Of interest is that the deal was made thanks to Abel100 on this board introducing my new sailing partner to me. The journey will place me out of communications duing a very interesting time for POET, a period when a few promised milestones may be revealed. I want you all to know that the last time I was out of comms the SP went up to the 2.80s and I missed all the fun. I do hope my absence will again be a good omen for us all.

Those NDAs have to come to fruition at some point and the dots should get joined up.

sula