QUO VADIS
posted on
Mar 16, 2014 08:56PM
Excuse the Latin title (its designed to catch your eye) but it means "where are you going" or in older English "whither goest thou" (I laboured at school with such translations). I have spent more than 1 hour, since I last opened this forum (also Latin), reading the messages and looking at the attached clips. Of significant importance are the difficulties experienced by companies manufacturing electornic goods, including phones, tablets, PC's et cetera (also Latin) because of market saturation and lower profits. It strikes me that, if this is the case, then there is a powerful argument to include components in future products that intergrate circuitry and reduce power consumption so that lower costs can be designed into such equipment. It appears that this is now a significant problem for current technology.
The main advantages of the POET idea is lower power consumption and faster speed. Also, the integration of fast memory, CPU functions, other memory storage on a single chip working faster and with lower heat production must have the potential to overcome the limitations of today's technology. It is why this is such a very smart idea. The company is telling us all that they are "on track" to achieving these goals and the milestone announcements will emphasise this. barring something unforseen and the fact that "those in the know" and close to the company are snapping up shares augures well for the future.
In Christian theology much is written on the concept of Faith. Also, its near allies: Hope and Charity, sit well in the circumstances we all find ourselves. This product really has the potential for very large gains. What is less certain is how these gains can be achieved and I claim little expertise in the best way forward. I have to trust that the management "know their onions" and are doing their best to achieve this for all shareholders.
Intrinsically, I fear a hostile takeover and am comforted by evidence that there are some very large shareholders who won't be bounced by an undervalued offer. I have reread the the precised Curriculum Vitae (yet a further burst of the dead Roman language) of the current board yet agin and have a substantial measure of confidence that they know what is to be done with its mix of technical and financial expertise. Thus, I am reassured despite the fears expressed on the forum.
I can but add "HAVE FAITH" or Fides Habere.
David