Leb I have not been privy to any discussions of timing announcements. I do think that it is very likely that there is an established plan of development which allows the Tier 1 and POET to intersect with the Tier 1 product roadmap. As we were told the ability to expand production capability is being dealt with and that POET expects that they will be able to share those details with us in the fall. So my thinking is that POET continues development towards that end with the knowledge that the customer is ready willing and able to support those efforts and likely has a hand in directing those efforts. There is little doubt in my mind that POET will name that customer when they are allowed to. I also believe that POET is diversifying supply and manufacturing as required to avoid east west conflicts and to meet global needs.
For those that understand what the POET platform is it would not be difficult to conclude that customers would be very eager for the development to move forward as soon as possible.
It is good news story that I am sure a company like Cisco will want to share with their customers and shareholders as soon as they can...