Ha! Yes treborjim, I recall that Ajit had "the" Rolodex.
I suppose that the Cisco speaker may not even know about POET. Cisco is one huge company. May also be that his job is to blow smoke to provide cover for their product developments, while at the same time welcoming the possible solutions of other companies.
Looking ahead to 2021. The most dramatic results that we have waited for, look as though they will start next year.