Here's one thing to think about Hogan;
About a year ago the whole Wavetek/Anadigics debacle occurred.....and caused considerable delays for us. Now why, do you think, it happened the way it did?
Personally, I think that II-IV saw the writing on the wall and needed to slow POET down, and they did, quite effectively.
To suggest that this is some conspiracy against shareholders is a bit far-fetched, in my opinion.
Although I am not happy, I think it is clear that the electronics industry works in a virtual "cone-of-silence" and they do it because loose lips can sink ships.
POET is just doing what every other similar company does.....keeps quiet until they must release information.