Great NR and great for fundamentals!

From my perspective as to the share price - very good day.

And the question is, can we sustain the price and build on it?  

I don't see why not, but I've found that what I see doesn't make a lot of difference.

Regarding the nominal NRE -

first, they warned re this, so no change from the most recent description of NRE expectations given at the AGM; and

second, I hope, as FJ at least implied, it's an indication that POET won't be spending a lot of its time and/or money tailoring the IO for the specific needs of the customer (this customer and hopefully most others).  I'm sure there will be consulting time, maybe some on-site visits to customer labs or wherever it is that the customer is tailoring the product for their needs), but no large investments in testing or other equipment.