Tier 1 customer in US for 400g products

Is the focus according to David, hence the excitement by mgmt even as the stock drops another 10% today (a common AGM occurence!)

Market heard delays. Presentation listed 6 Tier-1 companies and David noted POET is working with one of them.

It is entirely possible Mazan has been right all along on his conjecture of which Tier 1 Company. The mission for this board, (should you kind folks choose to accept!) is to find out, in reference to David's comment that the Tier 1 company we are working with is that POET is "unfortunately" (before he retracted this) a public traded company and thus according to their business policies, they cannot buy us. This company, he noted, has a long history of acquisitions of private companies.

That to me aligned with the fact there was a whole slide dedicated to Facebook.

I have tried to research but Google where I am is spotty and wifi almost nonexistant. However, I head home in 10 hours so while the account took a beating today, I am intrigued and impressed that they answered clearly on the US partner, on Accelink, and on the China partner. 

I still find Mika impossible to get info out of. I'm confused, are we reaching $8-9M in revenue this year, and now NOT providing Q4 revenue guidance, or is that figure off the table (since I assume it is NRE based and that project has been extended?) What is the truth? With the DL sale being in tranches, are we still expecting an earn-out option? I guess we wait another month to learn?

leb