Its my understanding that the power of POET's strategy for its  Optical Interposer (OI) is that customers can pick and mix from the eight components, that constitute the poet platform, so as to meet their particular needs for an application.  The application element being flip chipped onto the OI and sealed in a very cleverly thought out cheap to manufacture process.

  So my take on the current situation is that as priority/focus  has been given to customer one it seems propable that Customer One's requirement was met by one of the earlier complete components, the 8th component being the least urgent.

On this basis DL's statement re "floodgates" is really saying that having met Customer One's requirement POET can switch focus to the needs of other tier one customers , thus requiring a  floodgates size ramp up in business processes.

Also given this focus on Customer One and the strong likelihood of attendant and close cooperation between the two teams of engineers POET & Customer One, this may well mean that a product is much nearer.  I for one would, for strong security and impact reasons, not want competitors to know where the company stood in the business cycle of producing a completely new disruptive product so as to be competitive and first to market as possible.

The DL payment will  be announced as its a material change and must be communicated shareholders, whereas I would not bank on the completion of the 8th component being announced, for strategic reasons and if my memory is correct TM policy is not to do so, we should however be given a clearer idea on progress when Q4 end of year results are published.

Our day is coming but let us not get too ahead of ourselves as has been our natural inclination in the past.

sula