There are some notable inferences that one could glean from the review. Also, we have to take into account the 'honeymoon effect' when someone starts a new job. Expectations surrounding the excitement are normally high or the new employee wouldn't be there in the first place.
He certainly confirms that Denselight is trying to build a world class Engineering team when we take into account all of the hiring that has been going on. The fact that he acknowledges the uniqueness of Denselight in the opto-electronic/ photonics space corrobarates a lot of what we have been told by Suresh over the years.
Excited people work hard and it is always up to management to guide then smart and adjust expectations for the business reality that exists globally.
As a shareholder, we want these new employees to succeed and help POET overall stand-out in front of the crowd. I believe we are still in the pole position, but the market needs confirmation of that. 2018 supposedly is to be the first leg of that confirmation.
Here is hoping,
Monolithic