Thanks, mackwheaton! From one of the Intel slides:

• I/O requirements not improving as fast as we can support performance growth

Reminds me of the following THM slide, which shows how POET is going to address this issue and help the Intels of the world with their high-performance silicon chips:

Please note the direction of the arrow! I think this is what Suresh meant when he talked about "up and to the right". POET is currently at the lower left (well, almost), and that point is the "here" in the following quote:

Suresh Venkatesan: "Now I feel like we are going to need a bigger one still going forward, because, you know, from here it’s all up and to the right. So I think we’re really excited to be here. What I want to do today is kind of share the vision, the journey, what we’re going to do going forward and how some of these acquisitions kind of fit into our overall strategy of what we want to make with this company and what we want to do with shareholder valuations going forward."