After having read and considered what has been posted today:

Bottom line, they remain hot on the POET stuff - regardless of where exactly they are in the process, it is their focus and believe strongly it's gonna happen, otherwise the emphasis would not have been so much on the POET tech.  Management would look foolish if after all the emphasis, they ended up empty handed - and that would not help them sell the ancillary products if it ended up that's all they had.