I think Derekwpgs observation was a valid one and descussing it is constructive.

Having Poet come out and annonce a PDA agrement with GF or one of the other bigs saying they are working to do a third party validation just as BAE did is huge!!!

Poet has culminated on thier road to 100nm,, they reached the top. They made it, now a third party needs to reproduce it, check the work, test the process provide yield numbers as part of the process. This is big. Maybe we will see another NR this week clarifying this.