Poet Technologies Inc (POET)

[mackwheaton]

One friend of mine estimated that about 1.3 million remain through November. I think any significant news and a weeks worth of higher volume could wipe that out. I see the VCSEL and prototype due about now as pivotal.

Poet has everything lined up for commercialization; production, suppliers, infrastructure, sales and manufacturing facilities. Two years of Manocha meeting with and developing. This is where I differentiate LWLG from them. Unless LWLG is going to hand it all off to someone else, commercial prototyping and establishing production and the rest of the infrastructure takes a long time. They could get to revs quicker with NRE agreements, but until what they have is proven to be doable commercially, it could still be 2 years. Only saying this based my experience with POET.