Ice, did you decide to put your money in before looking into the competition? If you did, you're like most others. LOL
I wouldn't know competition in Poet's area before sales of like products if it hit me like a freight train. Even the best techies here can only make an educated guess. And that guess may be slightly tinged due to the guessors being Poet fans.
However, a lot of what the techies have said over the months dovetails rather nicely with what Suresh claimed in the recently circulated video. Such consonance is comforting, even to this old curmudgeon!