PC said they expect revenue late 2014 into 2015, but I'm fairly sure he meant actual money coming in. That means 'announcements about revenue' streams will earlier than late 2014, possibly in the next 3-4 weeks if they are already in NDA discussions. So, while actual revenues may not influence the SP for another 6-8 months, the announcements sure will.

Also loved his statement that they were building Poet to stand alone and be around for decades. This may be a bargaining ploy but if it isn't, it means they have a plan for the long term. Except for not understanding at all the electronic/technical part, I felt Peter's interview was logical and reasonable given the step-by-step plan they articulated a while back.

Because I'm 100% positive Peter would not state Poet's chip capabilities so definitively if they weren't true, this company was significantly de-risked by this interview. Dr. Taylor will be singing from the same song sheet.

Please fasten your seat belts, straighten your chair backs, and return your tray to its original upright and locked position. Now, relax and enjoy the flight!!!