Breez, not seeing anyone in a rush "to throw this deal under the bus" All that has been stated is that, at this POINT IN TIME, Poet has been unable to to meet the criteria set out by this potential customer, some many months after POET first announced the NA engagement.
Suresh seems to think POET can meet the required milestones next year, wait through the sample evaluation process, start production and can then throw their hat into the ring as a potential supplier to this NA company.
The arrival of 2022 will tell us if his personal view of "soon" comes to fruition.
Not negative, just a realistic view of where our engagement is right now in North America.
Asia and Europe seem to be our hot spots, right now, once wafers begin to become available again in January