So who is this big tier 1 company?
Dave sure talked about them in earnest (from 1:25 to about 1:29).
What we know:
As per Killer66 post: "I was a little unclear on this question of Tier 1 as well, so I took the opportunity after the meeting to ask Suresh - I asked him if “Tier 1”, in the case of their Strategic Partner, meant that they were a company that supplied products to “the big 6”, ie. a Tier 1 supplier. He said that was correct - so I don’t believe it’s one of the six companies on slide 7, I believe it’s one of their suppliers."
Based in US
Deep pockets and financially committed
POET gives them a solution that they have not been able to solve in house or with other partners
I found it interesting that Dave mentioned the Suresh "meets" with them weekly or by-weekly.
Anymore guesses as to who?
Anyone have access to Suresh's weekly travels? short haul?