Like everyone else, I'm anticipating the announcement of partnerships before I expect the lid to blow off the SP.

Looking at the positive, I've never seen bolder statements used to describe the technology or the company. They are stating definitively that POET is the only available solution and that it will cause disruption when it is made available. This isn't enough to move the market - it will only see an opportunity to trade while we wait for a prototype - but it is a vote of confidence from very experienced semi heavyweights.

I'm looking forward to listening to the recording (I can't listen live, swimming lessons :S), and to digest the information given. I'm hoping that they can quantify the level of interest from potential partners and customers. What is the expected rate of adoption for the integrated VCSEL? How many products can make use of it? I'm hoping that they can name names - maybe not hinting at deals in the works, but who exactly stands to be disrupted by this integrated VCSEL?

This should be exciting if it is done right!