I feel your frustration Hogan. We can only assume that Poet's tier 1 North American customer does not want it to spill the beans until its platform is qualified with their product family as per standard industry procedure. Assuming that this company is Cisco or a tier 1 supplier for Cisco, there would be no need for Poet to sound the trumpet. Cisco is well-established globally in the dataroom and they may just want to protect their lead by catching others off guard before they try to leapfrog them. What is so appealing about Poet is less parts and scalable for years into the future. By being quiet, both parties might be locking in much higher value sooner and it would reflect once distribution begins. Higher value because of "thick profit margins" which analysts love to talk about. 

Monolithic