Recall, some surprise here at the Zacks 2022 smallish revenue projection of only 15 million:

https://s27.q4cdn.com/906368049/files/News/2021/Zacks_SCR_Research_04012021_V.PTK_Thompson.pdf

With these further revelations about delays, this explains the more modest numbers for 2022.  I suppose it also explains the new buzzword of "design wins" to keep up the momentum whilst we wade through the new timetable and wait for "cash".

A question: listening to the AGORACOM interview last week, they drilled down the market for the lastest product announcement, 200 million overall.  Vivek did a good job narrowing the potential market for POET(20 minute mark) to a maximum of 100 million in a few years, but what I wanted to clarify is that how much meat is left on the bone for us revenue wise?  If POET one day captures 50% of the 200 million as Vivek states as a long term vision, 100  million, is that the available revenue to us or is it simply the overall size of this market, wherein we only enjoy a portion of that bigger total.  What I'm getting at, it's hard to determine just what type of money flows into POET when we reach maximium penetration?  Can anyone flesh that out?