Many of AMs audiance at Techon will know that he has moved to a new post at POET Technologies Incorporated (PIC). I would imagine that if his after dinner speech did not contain any reference to POET it would effectively be like shouting 'something big is happening at POET'. So its win win, if he did or he didn't.

As others have already said here that it was AM who wished to impose a shut down on loose talk. Clearly, the relationship between a fab and its customers has to be one of abosolute trust or the said fab would have no customers GT invention is at this moment with a 3rd party Fab.

On this basis he could not do much more than say that he has just taken over at PIC as Executive Chairman but is subject to a NDA and has a duty of silence. I would imagine that his audiance interest would grow - what's this Industry Guru really up to? - I'd best get my tech guys to check POET out - they report back - wow is that what they have got already! (most of its out there listed on agoracom) - best call a meeting of the board.

Yes this is a win win situation which maybe why the shorts are covering.

sulasailor