Rainer, 

don't you think that a big NA Tier 1 would pay Poet a really nice NRE to get any volume production ramped up?

For them, it is pocket money, but healthy financing of Poet should be very important for them if they are relying on the OI for their future product strategy!

I do not think we have to wait that long for positive earnings (also NRE from the other three interested parties?), so Poet does not need money from warrants to execute.