Overall, a very good presentation, at least from what we gather from the slide deck. The first 1/2 of the presentaion is a somewhat guarded, but positive update on the Poet tech itself. Not quite ready for market, but a reference to commercialization in the summary.

The second 1/2 of the deck is dedicated to the dialectric advances being made by DL/BBP.

I know that not all of you share my enthusiasm for the DL/BBP segment, but when you look into what they are doing, the amazing advances they have made by merging, the low loss waveguides, uncooled wavelenth control and to have product on the verge of sales, it's pretty ecxiting! (well, for a retired micro-electric engineer anyway!!  LOL)