Opinion:

I see this only as a coincidence. Macom is reporting their quarterly reports and if you look, that company is undergoing a shakeup due to revenue and profitability issues coming as a result of their activity with black-listed Hauwei.

Yes, there is a link with our new president but I see this as Vivek looking at prospective opportunities due to the ongoing issues at Macom.

Macom has issues so unless they are able to quickly restructure and stabilize I see this only as a coincidence but as we all know, stranger things have happened with Poet along the way