Call me an optimist, and a dreamer...but if the product on offer has the potential that POET bullishly touted at the investor's forum, then keeping a lid on the particulars, (NDA or not) will become more and more difficult. 

I'm not saying there's insider trading occuring, but there are enough people connected to the proceedings that can get cues and clues that something is imminent.  It's human nature to want to get in at a good price.  It feels like there is sustained demand, and has been since Mika's presentation. 

He wouldn't be comparing the OI to another company by name unless there was extreme confidence, or that things were already well underway behind the scenes.