AllEggs,

The conundrum that Poet is go figure? But I believe it to be new products. So we should hear about these and POs for the products released to customers already. 

Vivek even hinted about some possible updates about a customer under NDA currently or something around it I forget. The point though is we should have lots of updates and good news over the next two quarters.

The other thing that Suresh stated is Poet is at the mercy of the customer. This is new to them as well. Changes are made from the customers side. Poet can't help that.