Yes it was an excellent post by OZ as usual.
Re timelines. Take a closer look at slide 24 Datacom Production Milestones. https://poet-technologies.com/docs/agm2018/POET-AGM-Slide-Presentation-2018.pdf
It is divided into quarters within each half. Quad PIN qualification shows up in the Q2 column of the first half and as we know that has been completed as per slide 7 and as stated re qualification testing remarks by Suresh. Slide 8 "Production ready prototypes in Q4 2018" That is not 6 to 12 months out.
So again look closely at slide 24. If Quad PIN qualification happened in Q2 and we know it did. Then ROE customer orders shows up 2 columns a later in Q4.