Judging by the large volume so early, it might be happening already.

Incidentally, my expectations haven't changed. It's the wear and tear on WHEN those expectations can be reasonably met.

The most difficult decision any of us will have with POET is the when to exit. Too soon, and there could be life long regret. But as I've said all along, it will only take ONE significant customer to adopt, and we'll never look back from there. We're talking about industries that could reasonably flirt with one trillion dollars annually in the coming years.