Oz,

Great info as usual. I and Im sure the rest of you have been hearing how life going forward will be affected by our current world crisis. How we interact with each other and do business is going to change. The need for increased bandwidth and cloud storage in my opinion is going to be expedited. As people start working from home more and more and doing business remotely. The need for hyperscale data centers has never been more needed.

This virus has been hard on all of us and I pray it resolves as quick as it came. I also hope you, your friends and loved ones have not been too negatively affected finacially or physically. Working in the healthcare field things have slowed for me however me and my family are healthy. I take it.

As for Poet when Covid 19 first began to devastate lives and the financial markets. I looked at it as a major setback however not only does Poet have a tremendous product if they can qualify and get things done with their Tier 1 customer soon.The demand and response may be greater than I originally anticipated.

Best to everyone. Stay safe.