Sorry but I don't see how anyone can conclude its either good or bad for Poet. Speculate all we want this is a business deal that doesn't have Poet anywhere visibly in the equation. Now if Poet were to put out something to tell me different then that's another story. As it stands the communications to the shareholders really haven't gotten much better. We are still left to guess and connect dots. Maybe it will change as they said but until then we wait ! Crzyhors