I just listened again to the “Beyond the press release” video following the LR4 press release, which, by the way, is not from February, as Suresh mentioned, but from April this year.

Anyway, at that time, the expectations where also high, but there was no such bold language yet as “the market is ours to take”, “on LR4, there is no competition”, or “there is no competing technology”.

Back then, Vivek suggested that POET could cover 50% of a $400m market.

Seems that in the meantime they learned that POET is even better positioned than they thought.