Scary- I don't agree. We both know MS news is pending and 100 nm is not far away. We also know a PDA is brewing, design kits are being made and test chips are in the works ...all the aformentioned opens the door up for big tech- be both know it.
I cut the company some slack on the blanket statements that were made last year at this time (re: no more PP). Things evolve over time and parameters change. I think the strategic direction and montization strategy changed somewhat when they received input from big tech on what is required to do a deal (100nm etc.). I also think one cannot consider any time estimate to be 100% firm when dealing with R+D. No one knows for sure when something can be created, until it is created. We are not baking cakes here.
Lastly, you cannot blame a company for the SP going up then easing back. The market is the market. IF i sold my shares ytoday the stock would likely be be in the .50's or lower.How does POET control that?
I for one, ain't crying. I am up about 35% in 1 year with MASSIVE upside on this thing.
Break the patents up and sell what we have to date...very, very very worst case secnerio is $2.50 in my mind...we will go much closer to 10X + if the ducks allign. This is exactly what POET mgmt is doing...alligning the ducks. I bet there is lot more stategy going on behinds the scenes than most of us think.
Enjoy the sun.