Great post Andrea. I like your conclusion about a partnership being the most likely debut into the semiconductor industry for PTK. However I think this would defenitely be material news, infact of such magnitude, that it may well call for a trading halt. I think it would be required to be released into the public domain through an official NR.
It may be of much benefit to prime the "interest pump" with as much news as possible prior to the 28th, Would lead to a larger audience. Then use the occasion to elaborate on what has been already announced. Our potential is staggering and the market is starting to twig to it.