turr: Suresh was at his best. Everything was presented beautifully, as good as could possibly be done. I expected some excitement from the crew here as to the plan.

I've always found Suresh clear and convincing, but never so convincing, confident, assured, determined, and empathic as he was yesterday at Oppenheimer. The man knows exactly what he has (or what we have) and where the journey is going!

By the way, the goalposts have not been moved, as I understand it. Slide 15 shows when POET goes into production, slide 17 shows when the customer wants to start manufacturing. Again, this is my understanding. I sent an e-mail to Tom Mika seeking for clarification.

It is likely to come down to what I call the “worst case scenario”. And “worst case” by no means means “bad”!