Yes, agreed, and the other point to keep in mind, which is what keeps most of us here despite the ups and downs of the SP is FOMO, or fear of missing out. One can imagine companies wanting to be early adopters jumping on the bandwagon before their competitors. Once they have their hands on early confirmed results/chips from Wavetek, one can see why Poet's last NR mentioned advanced NRE discussions are in progress.
We aren't the only ones that suffer from the fear of missing out.