Guys, this is a start up.  No revenue.  But they have developed the technology and they've established an impressive list of parters that will help promote and sell the solutions.  This is huge progress for an early stage company.  As is the China JV. I suggest that the focus on "Soon" is misplaced emphasis.  The focus should be on building value through incremental accomplishments.  Let's keep our focus on the long and mid term potential - which is significant.  Anyone concerned with the short term should possibly invest elsewhere.  Then again, Poet could be acquired at any moment, so as soon as you sell you're at risk of losing a highly profitable investment. 
Keep the DD postings coming. It's all valuable as we evaluate the market opportunity