Joel- Thank you for your response. You obviously took time, and placed thought into it. Discussion is good. I think you may not fully grasp the technology and what has been accomplished, eco system requirements around it etc. Appreciate the effort none-the -less. TechGC

Joel-et-all-

Well...this is allows for interesting discussion doesn't it. I agree that it was more well thought out response than the first one. This said, I think Joel has missed a series of things from what I understand the POET technology provides. Possibly a few of us can cherry pick a few things when we have time to address them with more info...

The change over costs was glaring one and that has been mentioned. Semiconductor manufacturing facilities do not need major equipment change to make POET. This 100M comment is not correct based on what POET has communicated.

As for the GaAS foundry, this does not concern me. There are already GaAs foundry and GaAs chips being made today . I think it is all a supply and demand thing. IF there needs to be more GaAS, increased production will happen/secured, and/or more foundries will pop up, competition will increase, costs will come in line...a natural market will take care of this. The resources are not rare and I believe (from a long ago post from Oogee?) arsenide is bi-product of some industrial processes. Let's not forget the massive R+D budgets of these companies... if it costs a few bucks to beef up supply of source material to have the next great processor -it will happen- this is by no means a barrier.

As mentioned already, this process has been proven in our labs at under 200NM, proven to be made at BAE, and are extremly close (could be already done?) at 100NM. Joel is doubting that can be done -, but it already has. 100NM has be requested by interested partners and could hit huge verticals immediatly at 100NM..these are massive markets such as servers, storage, laptops, tablets, switches, military, space, etc. etc. Let's not get stuck on the mobile phone thing, as we know Talyor expects POET can scale lower than 100NM with the right equipment...just like Si the massive $ will push this new tehcnology to evolve over time (in a methodical way to maximize profits, Intel knows how do this) to be better. This said, i am not convinced 100nm won't work in mobile phones as the size of other items are reshuffled in the phone.

OK, cheesy story time....a few guys named the wright brothers are laughing as they walk back in town...they just spent the last year on an amazing journey...they built and flew in the air on something called an airplane....now imagine as they walk into the bar and tell a few folks about...some won't believe it -Hogwash!!

When something really unique and game changing comes along, there will be skeptics. Joel is likely one of those people that needs to see it with his own eyes to believe it.

Info from Chris would be great. ...back to work for me.