What I like about keeping the foundry dark, is that you now have two angles of attraction. The foundry and its current customer base, and if that's GF, well, have a look at their customers. And then of course POET themselves are doing their work to attract interest. It's a two headed monster.
Today is a good day. There's confirmation, there's mystery, there's advancement...and as Eileen has theorized, this whole process might be well underway already.
I'm heading to San Jose in a few weeks. Should poke around in Santa Clara at the plant. Put on some shades, trenchcoat. Do some sleuthing.