"recap 2012 and discuss objectives for 29013". That, in Tokmanspeak, means no announcements, reiterating that they cut spending by 40% last year without mentioning that they achieved that by not having to buy SGL's to make showWX's and the objectives for 2013 will be to keep working hard.
There are no announcements imminent, no contracts to celebrate. He won't mention the massive dilution that will be announced within days and he won't take any shareholder questions. The entire exercise will be a monumental waste of time and the share price will crash 30-40% in the next week.
Unfortunately, I think everything you say is correct. Add to it Tokman reiterating he doesn't know anything about green laser availability---that's left to the OEMs. Without a deal with a device maker now, the Christmas selling season is lost, and there really isn't any incentive for any OEM to bother with Tokman for the rest of the year. Tokman's "objectives" will be the same as last years, but really, if he hasn't been able to sell the PicoP module in all the time that's past since the kits went out to OEMs, why should we think anything is going to change?