I beg to differ...

From the release of TECHCON, it sounds like he's going to be talking about Fab 2.0, not POET.

I would think that POET itself would want the stage, in its' entirety, when the BIG announcement comes. Saying there are "near term solutions" without elaborating is disingenuous, and I doubt he would go down that road.

I say he will mention nothing about POET.