POET Technologies Inc (PTK)

[sevenOdouble]

Thanks, it was this or a similar article that I read last summer about Apple & GaAs. In that article I clicked on the one leading to Digitimes: http://www.digitimes.com/news/a20110713PD212.html?mod=3&q=APPLE
And this part got my attention "VPEC and AWSC will also see their shipments of wafers to be used in GaAs high-concentration PV (HCPV) modules continue to increase in the second half of the year, the sources added."
VPEC http://www.google.com/finance?q=Visual+Photonics+Epitaxy
Look at the decline on the chart since July and compare it with OPL http://www.google.com/finance?q=CVE%3AOPL
Although VPEC' portfolio is more divers, they are predominantly a wafer producer, and they were expecting an increase in 'GaAs high-concentration PV (HCPV) modules', but the general market condition dictated otherwise, hence the decline in VPEC & OPL' stock price.