Aiming to become the global leader in chip-scale photonic solutions by deploying Optical Interposer technology to enable the seamless integration of electronics and photonics for a broad range of vertical market applications

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Message: Re: Dumping!
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I'm going to try and do some pasting and replying FJ to your post, and I hope the formatting shows up easily. I have some counter points to your last posting that I believe are worth airing in the public. Your points are numbered, my responses are numbered + A:. Makes it a bit easier for me to organize.

1: You are absolutely right there is a double standard. The longs here believe the technology will be successful and will achieve very big market penetration.

1A: Just so we are clear, I am a long.. A very big long, that only recently became in the profit again after years of brutal share pricing and significant paper losses. I don't believe that because you are long entitles you to run the "message" on this board, do you? Really? I'm not asking for a swing either way, I'm asking for pragmatic discussion, that allows for differing viewpoints.


2: If that happens before POET is sold this stock in my opinion will be worth many times more than $70. I can put numbers to that claim and I have in the past but I avoid making these kinds of statements.

2A: I've watched a lot of what you've posted here over the years, from SH to here. I know you can "put numbers out there" the same as the bashers do, that doesn't make either of you correct. The multiples of $70 is premature, and perhaps reckless considering our troubles breaking a buck and a half. Is there potential? No frigging question, I am in deep on POET -- that doesn't make it right.

3: Me saying that and someone who is not a regular here saying watch out for the big sell off before the close or this stock is never going to do anything until they have cash flow are two entirely different statements and doing this two days in a row after having been warned are two entirely different matters.

3A: You missed my point, are you warning the "$70 dollar club" or the "coiled like a spring" cheezy salesmen pitches? You don't need to answer, you aren't because it aligns with your long term beliefs. As such, it's an unbalanced view and is NOT pragmatic research -- perhaps that is the purpose of this board and I didn't catch it. I'm not being facicious here, I assumed this was to be a bi-partisan discussion, not just an optimistic/pumper forum. Am I wrong? Is this forum only for positive viewpoints and spin on a company that is slowly pulling themselves out of the ashes? If so, maybe we need to revisit the overview of the forum and really drive that home. "Please don't post here unless you believe the shareprice is going to be $70 or more, and Google will be trying to buy us". It just seems like such an extreme to me, but I admit I may be the only one that says so while so heavily vested in Poet (and that's not a joke, I've got a lot at stake here).

4: One is an investor’s view of the long term and one is a view that encourages people to unload shares right now before the closing bell regardless of any due diligence.


4A: Again I am going to challenge you; I'd suggest one is a viewpoint that you agree with (while in a position of power here I might add; at least from a publicity/posting standpoint) while the other is a counterpoint to your position here -- as such you attack that counter point without addressing the egregious pumping that happens on the other side. I'm with you on removing the obtuse bashing, but at least police yourself to the same standard on the pumping side.

5: So the point is should the longs here proceed with due diligence and discuss potential prices based on long term market penetration or just all start saying we are heading lower and try to convince each other that it would be wise to sell and take some profits.

5A: Just to clarify, we don't have market penetration. There's not even a chip yet in the market, so that point is moot and I'm not sure what you meant by it... How can we penetrate a market, where we don't even have a monolithic chip in the hands of a potential suitor yet? It's going to happen, that I'm sure of it -- but at this point in time our penetration is zero. zilch. zip.

6: Do you think that is a good topic for this forum? And if it is then maybe we should invite the stockhouse baggie crowd over because shouldn't they be allowed to speak their minds?

6A: I never suggested that, please go back and read the first sentence I posted -- I don't want the SH atmosphere here. At the same time, I don't want you in a cheap headset trying to sell me a slapchop either. Why can't we eliminate the fringe on both sides of the spectrum and conduct our discussions accordingly as adults? Nobody buys more on what you (or others) post here FJ that will affect our long term holdings, the same as nobody panic sells that affects our long term holdings either. So manage the postings like spam and surgically remove them, but it's got to happen on both sides -- otherwise in my opinion the powers that be here that control the posts that show up are nothing more than hypocrits.

I've got a substantial amount of money invested in this company because I've lived and breathed technology my entire life. Should this prove to be a true technology (and so far I have ZERO reasons to believe it won't) it can turn the industry on it's head. With that being said, I have no idea what the intestinal fortitude is of our current management and board team -- if a buyout offer came through for $5 a share tomorrow, would they take it? I don't know, would I be mad about that? Not really, that's some huge profits albeit without future royalties to make more money... But to call out a share price of $70 is irresponsible at this point, we don't even have a chip to market yet -- we are just well along the way.

Gawd what a long post, my apologies to everyone if that's a bit verbose.. wasn't my intention initially.

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