We are hanging in there after a nice little bump last week. Anon is still picking up little bits here and there with accumulation taking place. I think the wall is just that - someone trying to keep the SP in check prior to next release - which we think is coming in the next few weeks. The earlier lower wall got taken out by surprise so they have placed another. News is leaking out a bit. Hence the teardown of the last wall and the uptick last week. Selling now is only some houses making their percentage on the bump in SP in the last few months/weeks. There are more longs here than ever before so its the houses that are getting some of their money out with a good gain recently. There are lots of buyers still in the market - a very different scenario than even a couple months ago when we were wondering where all the buyers were. We are seeing different houses on the list of buyers /sellers.

The equipment issues point to work being done off-site - probably at a new PDA that has signed a MOU. The last NR points to a partner in place that has not been announced - for whatever reason - obviously a good one. Any announcement is probably in the partners hands. The slight leaks, the significance of reaching at least 200nm, and the anticipated milestone acheivements are underscoring the uptick and solidifying of the SP. Other buyouts are happening to companies that have nowhere near the potential of POET. Big players in the semi industry have lots of cash. Some, like Intel, need a shot in the arm to keep them going strong. No insiders have been selling, instead, buying. No one from the management team has jumped ship. Never seen a negative thing about the technology.

I'm sorry, gotta go. After this note, I think need to buy some more. Oh man.....