First, thanks to Guernsey for the interesting updates on IFOC 2021. 

I must say that I have very mixed feelings about POET's deep connections with China. On one hand, I recognize the history here, including of course, our JV with Sanan, our past (continuing?) connections with DenseLight, and the whole universe of semiconductors, LEDs, lazers, etc, that is so heavily China-centric. 

On the other hand, we saw the heavy hand of the PRC come down today on CHina educational stocks - TAL and others instantly losing 50 to 70% of their share value - as the PRC decided they didn't want any more "for profit" educational companies operating in China.  Tow the party line or be wiped out!  Even NON-educational China stocks got whacked 5-10% today as a spillover from the PRC action.

I'm not being scared out of my POET  holdings here, but I admit to a heightened level of concern!

Am I alone in my concerns here? I'd love to see some reasoned discussion about this; TIA for your comments and input.

MtnView