Fairchij,
Question on something i am not clear on- interested in your take:
Do we think POET is moving forward with the 100nm project in a partner facility straight away/ soon? Or do we think POET wait for the maintenance on the PTK's existing equipement + PDA annoucement before they can restart in a significant way? An interesting question as the NR states (or implies) the 100NM milestone may still be a possibilty for Q1 (did I read wrong?) and with a 6 week delay (almost half the quarter) i am trying to rectify the timing here.
Preferably we keep the iron in the fire on 100NM and leverage the facility/equipment that is going to get us there the quickest. Ideally, we'd want 100NM by the time Copetti hits the global conferences etc.