Heinz...good analogy....
I am thinking the hot tap is now "stuck" in the on position for a very long time.
What this last release has done, is to serve notice to the industry that POET is coming. That, in turn will bring about curiosity seekers and turn them into "where can I get more" types of people. In the industry, research departments that subscribe to digital news services will see this and dig deeper. I would expect within the next quarter or two that R and D focus will move to III-V materials and that they will undoubtedly find just how far behind they are. Causing them to seek guidance and then eventual licence to gain product availibility.
If you were not excited before, then get so. Your going to witness history.