NOTSORRY,
I have experienced that these types of conferences are leveraged for releasing announcements regarding new products, partnerships, and sometimes M&A news.

POET has positive traction with partners who will be at the conference, and I believe the engagements there will be impactful to our business.  I also do believe that a NR will come from POET, but I try to reframe from speculation.

The information from luxshare regarding solutions with poet integration, the placement of POETs booth adjacent to Arista, and other activity, are leading indicators for me that this investment has significant upside potential.  POET is undervalued.