Yes I agree too.

Again Poet was not able to meet specifications but appears to be on track now. This is obviously the delay in the NA tier 1 product. I didn't hear anything stating the relationship was off.

What sucks about it though once completed its not a done deal. Poet still has to beat out other competitors. Which they should in my opinion. I would be pissed though. Poet set aside 100g/200g progress back in 2018 to expidite the 400g for them.