I did not get a chance to listen to the presentation until now, but I thought it was well done, and better than any that I have heard before from Suresh. After Friday's rise, I was expecting a correction today, although after hearing the rumors, I was not so sure. Likely the early pop before the presentation was in part (or a large part) due to the expectation set from the rumors. I was surprised to see the rumor posted on the weekend, which I would think breaks the Agoracom rule "SPAMMING OR CLAIMS OF INSIDER INFORMATION". Hopefully no one got burned from that. Personally, I would not buy or sell on rumors, but someone might. As far as I am concerned, POET does not have a partner, etc. until I see it in print. Hopefully the rumorĀ "even better perspectives than selling individual dielectric InP devices to individual customers are lying ahead" becomes true, but wait for it to be official. Today we did hold most of Friday's gains, so that is a positive.
Not sure what to expect tomorrow.
Good luck!!