JJ, my guess is that 100nm is long done, 40nm is too and that's the sweet spot as it takes us beyond current leading edge CMOS. I believe the big partnership is tied to the 40nm achievement. The move to 40 from 100 in 6 months is remarkable and demonstrates the facility with which further node reductions may be achieved. Their history is such that incremental announcements in the past have fond nothing for the share price. So I think the ad brings with it a bevy of announcements that will remove any doubts.
I am done with ifs and have moved to when's. They have proven the physical science. The ads reflect this, the language is not speculative, it is definitive.
I understand your caution and respect it, I am simply at a point personally where the dots connect enough for me to feel confident that where POET is now is way beyond what is reflected in the share price, and that is about to change as well. Good luck and feel free to explore the Agoracom site and links for in depth info.
News 
Market Data 
Discover 
