Silentrunning, I am thinking along similar lines regarding POET's value in vertical markets, but I am coming to different conclusions.
I don't see selling separate parts as independent companies. The reason is that the technological foundation resp. IP is the same for all of them and should/can be further developed efficiently in a single entity only where everything is in one hand, preferrably in the hand of Dr. T.
I believe there is no one company which can cover all vertical markets. A consortium could be an option, but it would be difficult to form one which covered all markets. The licensing model is much easier to deploy. A future POET Technologies Inc. could concentrate on
- further development of the POET platform as the common foundation
- development of specific products or product foundations for vertical markets
- licensing
- marketing
This would of course not rule out a takeover of the whole company.
Andrea ("Powered by POET")
