Quick summary

will fund operation through non dilutive licensing , selling part of joint venture and equity raises ( dillutive)

-the Poet Starlight is designed into the Celestial AI product. That IPO will be huge  

- expect announcements this quarter on partners, clients and new products. 

-all about 800g and 1.6 tb. They are not selling the parts ( optical engines ) anymore. They are selling the cars. This is a massive market. They have the roadmap set out for next 2 years. 

- Suresh said some in the industry say what POET has been pioneering  is likely to be the standard. 

my conclusion  : more patience required but we are on the right path. I can accept that the whole joint venture was about proof of concept and scalability and sorting out the bugs in the technology. Now it is about Poet selling their own module. I hope they can minimize shareholder dilution. I am still a big deliver in tech and Suresh