I also liked his answer about whether there are any limitations to poet. He basically said NO at this point in time. It is a gateway technology, the sky is the limit. And to silence the graphene fans, there is no future because optical connections are required and graphene doesn't address this problem. Are there any competitors to poet? NO but if they want to become functional (or words to that effect) they will end up with poet. There was alot of meat in his presentation. I wish people would stop focusing on the presentation style.