I think it's safe to say that POET is beating the competition in pretty much all key metrics. The key metrics like cost savings is in the presentation slides, and in terms of performance we are also on par if not better than competing tech, or else there is absolutely no reason why someone would contract with us.

Let the process play itself out, and don't forget Suresh's track record from GF. If GF's CTO says we have the best photonic integration platform, that they've done stress testing beyond industry standard, then I have confidence that POET will be able to secure those supply agreements.

There have been many false dawns, I know that, I've read the old slides. That said, yesterday's PR is different, it affirms that true dawn is coming at last. GLTA, don't drop the ball on this one.