Like - PTK continues to refer to tweaks being linked to customer demands. The evolution of milestones was as a consequence of a customer push rather PTK needing to pull. This to me signifies that once milestones are achieved, NEWS pertaining to deals will come with vigor.
I like this part very much and agree with your premise.
I would like to add that: Mr. Daniel DeSimone, Chief Technology Officer noted: "We have seen positive improvement in the key figures of merit we test for in our devices. We see further possible improvements and are continuing to work on device and process flow to achieve the highest possible performance."
This tells me that the technology is proving to be what POET claims it can be, as Sandman mentioned,they are just tweaking it now. "Positive improvement in the Key figures of merit" means to me we are acheiving numbers the customers want to see. I beleive the "rubber is hitting the road" and the customers cannot afford to let this opportunity pass them by, or their competitors will eat their lunch with it.