I'm not trying to discourage your dot connecting, it's actually very refreshing to see posts like these vs. constant whining from certain posters. However, for me, it's as simple as we have no confirmed orders from a NA Tier 1, therefore it's not POET inside. NDAs are one thing but POET has a duty to report sales to the shareholders. 

Unless you're correct.. Cisco doesn't actually make transceivers so Zktel might supply them and these sales would be routed through SPX and we're held in the dark? Then again, we don't see much in terms of revenue because it's 100g.. still would be huge to be used by Cisco though. 

For $150 we could order one online and rip it apart, lol?