Or two or three of the bigs; all have the need, and a limited universe of solutions. 

Our frustration is mainly the long wait. The deals that POET has struck, and our evidence for more deals, is substantial. The larger companies who have made these deals have every right to their privacy, having taken a chance on a small company with novel tech. Why should they make big announcements about how they have solved some current chokepoints and laid a path for the future?

POET is the technology they discovered, and in many cases, they have paid for engineering to customize the products for their own specifications. They are ahead of the game, and until it's no longer beneficial to stay quiet, we have to grin and bear it here. 

One can grumble and wait or be excited about the future. Your choice.