Regrettably I do not find this upcoming event the reason for silence. If this Cisco disclosure provides any possible link and public confirmation to a Poet relationship then there would have been a blackout issued by Poet to its insiders and Kevin Barnes would not have received the recent cheap options knowing that there might be a significant uptick on the horizon. The optics of that would be very bad.

I can understand that many will get excited and not to diminish the post from Oz but in the absence of a clear and unambiguous joint NR from Poet and Cisco then save your energy.