The PR objective at OFC was certainly not to brief shareholders but to attract orders for the POET OI.  We, the members of this board, are responsible for raising our own expectations of an accompanying announcement,  yet in reality we have all the information we need to know at this point of time.  

Opening the flood gates is not about a deluge of news but a marketing drive. The important news is that PTI has completed the OI passed it to the priority tier one customer with whom we have spent the last three years developing the specification and product. We are now in negotiation with that customer, so until that is complete there logically will be no news regarding the progress until a contract is signed and we then have the right to know as shareholders. 

However, a reasonable expectation would be to hear about the the expressions of interests made resulting from the conference.  Since that information would not be consolidated until leads had been followed and customers had developed their requirements, it seems sensible that we would hear something along with a progress report on the new labs update in April by, which time we are getting pretty close to the end of year reports. So let's say no further reports until end of April. 

Yes, we all would want to hear more and sooner, that's human nature, but please be realistic about the business cycle of a very busy development company at the start of its commercial journey.  The SP was always going to be volatile, others have predicted this previously but the dreaded virus inevitably seriously affects market sentiment and realistically will affect the pace of plans in China which to me seemed the most likely source of revenue in 2020. That said our number one tier one customer will want to use the disruptive potential of the POET OI at the earliest opportunity. regarding development of tier one customers products there would have been cooperation with our tier one customers engineers to some degree so with testing there is a degree of possibility that Q4 2020 might produce some revenue. So with a dose of realism revenue is more assured in Q1 2021,  more on this when finally we do get the end of year reports.

Anyone assessing the risk benefits of PTK from what we currently know will recognise the opportunity current market conditions presents for a product that will hit the market in the post virus era.  

Boom!

sula