Perhaps now we will start to see those proof points that Suresh mentions in the transcript below. Surely they have to give us some news, otherwise it goes slightly against what he said.

Simply put, POET’s vision is to enable the performance of light at the cost of copper – through innovation and integration. We don’t believe there is any optical solution thus far that has been cost competitive at copper interconnects. The POET platform could change that and thus create a discontinuity in traditional learning curves and create a market disruption. Our initial product definition is underway, even as we continue to optimize the underlying technology and initiate the transfer to a foundry. Again, our next update will have more granularity. Between now and then, you’ll see more proof points from us.