I think the timing for yesterday's sales presumably associated with debenture loan payback was well timed to avoid overhang when the OFC news and demos are presented. As far as Intel being one of the big players to use POET I think anyone who can benefit is involved at some level.

IMO...I don't believe that the associated customer side devices will be revealed in the demo's but it should create significant excitement to see the transceiver(s) at work. The wide open eye diagrams should be a real eye opener for a multitude of potential customers.