Very clear, concise and focussed presentation, which illustrated and captured the essense of POET's disruptive potential.


I liked that he brought up NRE, and that the Tier 1's were "not ready" to be named.

I missed the exact wording, but TM eluded to a potential technical update near the end.  (He was talking about customers being at a stage where they are confident this platform will work for them).

He also confirmed my earlier thoughts, that these kinds of presentations are not where you'd hear significant news.