Probably?

I think there is little doubt there is much, much more going on.

POET has no responsibility, I think, to report to shareholders conversations with potential customer(s), no matter how integrated these conversations are.

In POET's case, it certainly seems as though the conversations are highly integrated with other significant players, as they would need to be to position themselves as a key provider of optical solutions. It's a big ecosystem, and you're either on the inside, or the outside.

SV knows all of these people, and if he didn't, AM sure did, and made a call for him I would imagine.

We just really don't know anything (about customers) for a fact since POET won't tell us....other than the piddling crumbs they throw out occasionally.

SSDD...until it isn't.