Some of us think that it is possible that POET is waiting on the final $5M payment before releasing any news re the US customers that could upset the Chinese customers.  Development of their own product designs are not being constrained by cash so I expect they are going to produce a total mix of products. Their own portfolio of optical engines, optical engines that are produced for specific customer nameplate needs and licenses to customers.

The timelines will require disclosure to get the .75 warrants in the money which POET anticipates within the extension period.