Havent you heard the AGM Presentation and the follow up Q&A by TM. They stated that actually a lot of their customers want to see that they can go into production to the shelf or some other boutique customers like Fibertop and then they will start ordering. 

1) Where did the customer funnel go ? and the customer list, A, B, C, D, etc. Has it grown?

We had shown the updated customer funnel as part of our ongoing investor presentation  decks and we update that on a regular basis. We have sufficient customers in the Funnel.  For POET to make and outsized penetration - it is critical to have a few good customers that we will penetrate and execute to. Meaningful penetration will occur as a consequence of completing our qualifications.  This is the final phase of the commercialization process.  

We all could have hoped that customers would jump in and place all their POs ahead of this point.  But unfortunately they don’t work that way and as frustrating it is for you and us - we cannot control this.  

Customers have alternatives and they are risk averse as well.  It’s not like they have “nothing to lose” with adopting our completely radical approach to photonics assembly.  They are excited but cautious. We are trying to change how things have been done for 30 years.  It will happen but it takes time.  

There have been iterations to the design to enable customers to get to a finished module better, faster, cheaper.  And we are working with them hand in glove to get to production ramp sooner.