imho poet's product is a subcomponent that needs to be integrated into another product. In the grand scheme of things a lot of things need to line up. The Client needs to award PO to the supplier who then award PO to its subsupplier like Poet. so lots and lots of dependencies. meaning things are hard to predict and timelines are vague. Correct me if I'm wrong on any of this.

Hence I tend to be pessimistic on anything they say until it's inked on paper.