I've read some good comments and guesses as to what will happen in the immediate short term, and cautionary statements to balance it out.

In terms of our enthusiasm, I'm with Turr. I think we can afford to have some fun with this current NR, which in my opinion is the best one we've had since the laser announcement.

And the topic of the laser announcement, it seems the recent addition to the MS timeline of Taylor's and the SSC's intention to scale the gates to 100nm isn't new. Have a look again at the laser NR:

http://www.poet-technologies.com/wp-content/uploads/2012/12/NR-04Dec2012-ModifiedLaser.pdf

"Going forward, technology development will lower the threshold current, increase the output power and optimize the in-plane version of the VCL. In addition, the complementary transistor circuit capability will be enhanced by reducing the feature size to the 100-nm scale incorporating ODIS' new self-aligned contact technology. With transistor cutoff frequencies around 38-GHz for a 0.7-um gate, the scaling is expected to produce 260-GHz transistors with commensurate improvements in circuit speed."

I suppose the scaling was to proceed in due course, as an aside and in parallel, while work on the stated milestones was progressing.

If I was to make an assumption at this point, it would be that the "OPTO" part of POET is no longer a priority since scaling GaAs to 100nm gives a sufficient gain over Si to continue Moore's Law for a few years. Adding the “OPTO” back into PET down the road will have the same effect.

I think this recent addition to the MS timeline isn't for any products currently in the pipe, it's obvious to me this is a "show me" situation brought on by the would-be partner. The good news is that our path hasn’t been diverted; it's just been focussed on an achievement they planned to make anyway!

Finally, I think this change may have been conceived at least as far back as the decision to advance MS6. MS6, according to the corporate overview forms a ring oscillator which is often used to demonstrate performance of new technologies. You will notice that the new MS chart shows that "new" MS8 (100nm scaling) also requires an oscillator, presumably to test the shrink’s commensurate performance gain. I think new MS8 wasn't possible without MS6 - hence the need to advance MS6. From this I conclude that this arrangement we think is in the works was actually in the works before MS6 was announced.

http://i.imgur.com/5vGvzMV.png