Nice post 3hole
I believe to allay your "does it work" fears, when the company says we are being "designed in" and the lead tier 1 is pulling us to where they want to go, that should give us a modicum of assuredness that we've been doing great all along, I also believe the lightbar is a culmination of what the Tier 1 needs according to their customer engagements, I believe they've been testing our wares for over 18 months now, and the way the company is publicly speaking now (finally), it works!
For further assurance, David Lazofsky left the board, to start a company using our invention at the forefront of its aspirations, I think it works great.
Like you said, Sanan is counting on this tech to be a big income stream into their sales channels to increase their sales growth and are putting up 25 milllion and giving us 47% of the pie, it works.
Suresh the man who spear headed the 28nm and worked on the 14nm chip for GF, tells us what's been accomplished at Poet, it works. (see his statement at the 20 min mark of the Needham presentation, never has he seen so many components put into such a small package, for a guy with all of his accomplishments, I went through the roof after that statement!) This is not a matter of if, but how soon.
Most of all, thank you Mr Venkatesan and the entire Poet team!
SP