"How many from Silicon Valley will be tuned in?"
Nearly all, I suggest. That "stealth mode" never was able to hide Poet from the tech professonals. It may keep some of the professional investors away, that´s all.
All the Intels and Samsungs and Apples know exactly what is going on at Poet. Mr. Blevins tells me I´m right. They know far better than we.
I´m sure they are trying hard to find alternatives at their own labs since a long time. If Poet comes along with adoptable market-ready products before they have alternatives, they can´t ignore it and they have to contract. This will be the day of the Poet.
Let´s see what we´ve learned tomorrow.
As McWitty said:
"... we all know sonething big is going on here."