I know we all have hopes that the lab to fab is taking place at a mega foundry like GF. After more and more reading about Princeton optronics I feel there is a very good possibility not only are they a customer but I believe the transition is being demonstrated or tested at their facility. They have a foundry and a clean room, working on projects with Google. I don't think GF would have the space to comitt for Poets transition, due to the massive volume they are designed for. I feel they would first work with a smaller 3rd party foundry get their yields in a respective percentage then transfer to a mega foundry for production when the ink hits the paper. I also found it odd that there is no more information on the CP about holographic displays (which Princeton optronics is working on with Google 'project tango'). I would not see why poet would drop a market catagory from their CP without certain contractual efforts.

On another note if we can not drop too much lower we should have some good strength back to 1.61 GLTA