Eileen, thanks for posting the summary article on 2.0. An impressive overview and one that I think gives us very real insight into the role Manocha sees for Poet within the industry. Love the "win/win", " collaboration" relationship scenario within 2.0 and it seems Poet is positioned perfectly to be major player if we can continue (meaning this team already has been) to execute properly. Having Manocha on board increases greatly the likelhood of success. Puts the Manocha hiring, the Synopsys bend, and the "3rd party fab", into perspective - and it's more impressive than the most, including the market, realize.
You can see why they are projecting revenues to flow in the near future. I am sorry, I could be wrong, but my guess is that these initial projected revenues will be much higher than most are expecting given the magnitude of the impact of our technology and how we fit into 2.0.