Actually MS, it doesn't concern me that much at all, but I think it does still say a lot....for example:

The customers do not want their names released...why?....because they are large customers of someone else currently and don't want their current contracts to be nullified or outright cancelled, which makes sense.

We've seen this with Apple suppliers in the past.

Also, the fact that names weren't released means that the NDA's are still in place, which means this is not a done deal. The NR says the customers are receiving "current device prototypes" to develop into their own configurations or get POET to do it under "specific customer integration requirements"

To me it sounds big, potentially very big, no whammies...if the prototypes keep performing...