If AM is there as the "FORMER" CEO of Globalfoubdries, who else is he going to represent? POET of course. When the company is presumbly in stealth mode and maybe making secret deals, do you think he's going to come out and say hey I'm with POET which would draw all sort of attention on this international news release. If he was to say I'm with POET, then all sort of people would demand for all sort of answer about POET - information that even us front row folks aren't permitted to have access to yet. He's there to scope around for the big players and who are willing to make legit deals. AM was travelling in the past months working & staying busy. Do you think he was travelling to work for GLobalfoundries or some other companies? He's being paid by POET so who else is he networking for? IMO.