I don't think pre conference announcements were small. Do you? I think they present significant revenue down stream. However I don't know if Suresh considers them as instant market shattering or does he? I am sure he considers them important to the future of Poet though.
So was that it? Was that the news? I feel that unless we hear something like "Poet will be supplying Amazon with it chiplets to upgrades its many Data centers" or a North American partner. This is going to be literally the slow boat to China.