It appears they are targeting to be commercially available by the end of the year where foundries will have capabilities to make poet another chip option available for consumer products, datacenters and/or quantum computing. Initially there might be resistance but who would want to buy a traditional chip when a poet option is available. I don't see a delay here. They are just adjusting the plan. Many have said that revenue will make this stock move. With the adjusted f20 they are moving their timeline for revenue to end of q4(they dropped the statement - q1 of 2015) Once m10 is ready (say 2wks) it will add to the suite of options. My question is, will we need to wait for a design kit to be produced? How long will it take? Will end of q4 be a possibility to have 100nm device available for commercialization? IMHO