For the record I made no comment on the teaser yesterday but I did read all the posts that it generated. I am  of the belief that any announcement of participation by a NA Tier 1 would be best served closer to the OFC.

I definitely like today's announcement as it builds momentum in the recognition that the POET platform provides a key solution for a very big and very diversified industry.

Remember that a very big part of SPX's value is derived from the proof it provides to show that POET's platform fills the need for a low cost, high volume solution to meet the demands needed by the Teir 1 companies.