Yes, agreed I don't think there is any delay this time.  Some confusion around 'production' and 'revenue' I think.  Which could be the result of poor communication??  Who knows? it's a complicated business. 

As I understand it.  POET will start PRODUCING various products for multiple customers, that will then be qualified by them.  Before revenue comes in for those products.  Small amounts of NRE and some smaller orders starting later this year early next.  The major ramp up will be the latter part of 2023.  This is what has been relayed by Suresh in the past.  If I remeber correctly, they predicted only minimal revenue (a few million) for 2022. 

So yesterdays presentation confirms the same timelines or perhaps I'm missing something.  This will recover and so you either hold or throw the towel in.  

Good luck all.