Doodle, I personally believe the risk that POET has will fair completly is nil. Even if POET did not hit 100NM, and did not hit the mainstream (Intel I7 replacement, or cel phone proc) and was sold into 1-2 vertical markets only - such as switching, military etc.- it's value is still much higher than the SP is now.

I truly see very little downside risk from here. At 200NM there is a business today –full stop. The floor is set.

At 100NM, and in mainstream verticals, it is exponential - and the sky is the limit.

This is why I have justified a large position in my portfolio for this name.

My 2 cents.