so what if Kevin Dede was excited? If TM And Vivek were less than excited than so be it.  I listened for five minutes mid presentation (agree with Fair that Vivek's description of Sanan was impressive) and thought there was a flatness to Poets presentation; and they didn't visit the numbers issue, although they were given the opportunity to do so. At this point it is what it is. When they want to impress, they do and they can. Looks like they did no more, nor no less than they were required to do. Get that Sanan deal signed Poet, and all will be well me thinks. And to Sanan and anyone else that might be tempted to jerk Poet around, delay at your own peril, imho as Shash would say.