Lebowski, I really have no idea. I think they want to shed some light on their customers and will provide measured responses in official disclosures but you will note that Suresh was reluctant to give out any more clarification verbally during the CC due to confidentiality (there is always a danger of going off script).

I think there are good reasons for companies to keep the details quiet as long as they can but I expect that details will gradually leak. In this era of hyper communications it is hard to keep secrets and this forum is a good example of how hard people dig to find answers. 

I think Suresh will continue to provide measured responses that will give good indications of the size of companies that we are dealing with.

When we talk about companies taking a stake in POET we will recall the problems this created for Global Foundries having AMD as a shareholder.

I am sure there are arm’s length solutions such as licencing/royalty models that I think would work really well to proliferate the platform very quickly.

Although it  is  great that POET is able to advance many of the big target applications there is so much room for new applications that would  be of  interest to so  many major industry groups...consumer electronics.