RE: Oogee I think any deal will be contingent on the successful completion of the milestones. Depending on the vertical market there could potentially be different conditions. Maybe BAE will be ready to sign a license deal now (they indicated that they wanted to be first in line - even before the TRL 7, I believe), while Cisco will wait until the switching capabilities are available. Finally IBM or Intel will possibly need the whole shot before singing, with transistor speeds above a certain threshold. I don't know this for certain, but it makes sense to me.
So in the end, there is the potential that all these big boys will ink a deal, and then POET fails to meet the expected efficiencies. That would be a disaster! I think the likelihood of this is remote since the most difficult milestones are behind us, but nothing is certain.