I can't say what is happening with the PoET development because of the communication policy, except to take the company at it's word that no NR means no news.
BUT, there is certainly some pretty exciting things going on at PoET's DL/BBP. There is no doubt that a show down is coming between II-IV, with their minature Z-block optics for LAN-WDW, and our team with competing, and, appears to be better, solution for multiplexers for LAN-WDW.
On top of that, there is our ongoing partnership with LUXMUX, who are hot in the BeST-SLED field at the moment, with all the verticals that implies!!
And, on top of that, I'm pretty much certain Subhash didn't go to Vietnam for a holiday..........