I bring this up to support the notion that there is something big that they believed they could report on and I believe it was associated with the NA Tier 1. Clearly any direct comment by POET about the Tier 1 is tightly controlled. Remember that the SAIC JV does not allow for 400G to be sold outside of China. I think we can assume that this would be part of the deal they have made with the Tier 1 and they are way too far along in the development to share any of that effort with China and that volume manufacturing is being enabled here in NA with partners who have the capacity to deliver.
Creative reporting to control the info so that there are no miss steps.
I know we are running out of patience I read it on this forum and I hear it from the largest investors in this company that I communicate with.
I think we are close to delivery on the flood gate message. The AGM is quickly approaching.