I listened to the entire webcast and unless I am mistaken I do not believe POET was ever mentioned. It was informative and was of value so I don't feel I wasted my time listening in.
At the risk of having another post of mine removed (reason that must be that it breaks one of the 6 rules that govern the chat board) a name that was mentioned twice was ACACIA which off course was the same company mentioned by Suresh at the THM. Honestly I have no motivation to pump that company and just think that if its something he feels merits mention then I am going to follow them.
Nodrog16