Agreed. Revenue projection at this stage would be suicide, because the sharp-pencil-minded analysts would punish the stock. You want the sharp-pencil-minded analysts to conservatively promote you, so that any trending numbers stay credible. I see nothing wrong about promoting potential market shares if Poet has a good idea from their sampling of customers to very conservatively project. But it is probably better not to talk about any numbers, to play it safe, until you get firm 'production orders' in the various verticals that Poet intends to supply with design-in's for interposer as a platform into their customer products' offerings.
monolithic