Good to see your handle on here, MS!

It always seems to be a timing thing with POET - we hear news and people start to think, for instance, sales are around the corner, five or six months away.  I think others interpret the recent news as positive steps, but foresee a longer period of development, attendant with risk (eg, to paraphrase, "it's a matter of weeks, not quarters).  

One never knows for sure what one might find on the way to disruption.  It apparently can be a rocky road, and this company provides persuasive evidence of that.