opportunityknocks.
I think you are missing a key point.
It was unlikely that any partner would engage POET for the GaAs development until the VCSEL was successfully demonstrated. This was a critical milestone. This milestone was only completed earlier this year.
Then there was the unexpected 4T issue that needed a work-around. That proof of concept was also just completed recently.
Only now could we reasonably expect a full blown partnership to be established.
And I believe that will happen very soon; I believe it will be cemented in POET becoming the successful bidder for the Indian RFP call.
Now this is just what I believe; and I could be wrong.
But this I can state categorically; good news or not "we will all know within an approximate timeframe of 30-60 days."
ST