Overall, this has been what I would deem to be a very positive and reassuring presentation but..... I still do not buy the explanation as it relates to NDA's

To paraphrase, Poet would love to release and disclose some names however those customers wish to prevent their competition from knowing their relationship with Poet.

I think it is naive to think that Poet has or is already speaking or working with the competition anyways, so I don't understand that explanation.

Any thoughts?