A couple of things are apparent with the new CP. First the dielectric/InP platform for 100G, 200G and 400G targets the production of the optical engines for the transceiver rather than the transceiver to capture a greater ROI. Some statistical info has been added to give a clearer visual of what that market is.

A single Mega data center (500,00 sq. ft.) is estimated to require

~700,000 100G long reach transceivers @ $250 ASP (average selling price) = $175M

Source: Needham & Co., Research Note on AAOI, May 22, 2017

The last presentation for R&R provided no focus on POETs GaAs monolithic platform. This one does with the following highlight:

Secure strategic partner to complete development of breakthrough monolithic devices • first ever combination of a laser, detector and electronic circuit on a single GaAs chip

In addition a new distinction for the dielectric products.

Engage with a commercial partner (rather than strategic partner) to accelerate the introduction of dielectric optical engine to the datacom transceiver market.

Also Pursue complementary ecosystem alliances and/or acquisition opportunities.

I think it is significant that they appear to have dropped the building of the full transceiver as per some of my earlier thoughts expressed on this forum. I believed the plan to build the full blown transceiver was part of a strategy to ensure POET would have a market for their optical engines and potentially as leverage to tell customers (transceiver manufactures) if you cannot provide fair value for the optical engine we will build the full transceiver ourselves?

In terms of the webcast I think POET may have planned to do a webcast for shareholders and the event today was to kill two birds with one stone. I am hoping that ether the event will be rescheduled in a timely fashion or that POET will do a webcast independently for shareholders.