I also wonder the same especially if you clicked on the link on the second page of the article that compares all the future potential solutions. You would have thought that at a technical conference like that one that as a minimum they would have at least noted POET???

Maybe the NDAs prevent disclosure. The folks who have written on here about Apple (Mansfield) possibly have had discussions with POET but are intentionally keeping under the wraps to get more lead time may have a point. PC did say that they were discussing with multiple big name potential licensees at EC.

Hopefully stealth mode pays off if that is what this is.