AM is an option holder of POET shares, so I'm guessing he's shopping his portfolio, which is substantial, around in its' entirety, as appropriate. It's in his best interests to do so.

POET fits into many known, and future aspects of the computing universe.

AM, as he said, was a fab guy, but he's so well connected it's impossible to think he hasn't talked about POET in some rather lofty circles.

I think your asumption is accurate.