"a wager on WHO most benefits from the drive to 100nm?"

Not sure that's the right question Rob.

I think everyone wins at 100nm.

Certainly someone asked for the 100nm chip, but I believe that was merely a "show me" moment. It proves it can be done and the chips' benefits are clearly displayed at that node.

If licencing is the route, then several of the verticals could have requested it.

I have a difficult time believing that Sammy isn't involved with the latest patent NR, although there are other entities within Korea that would love to have POET's secrets.

Nevertheless, since Samsung is a massive conglomerate, I believe they would have the most to gain.

Notable Samsung industrial subsidiaries include Samsung Electronics (the world's largest information technology company measured by 2012 revenues, and 4th in market value),[2] Samsung Heavy Industries (the world's 2nd-largest shipbuilder measured by 2010 revenues),[3] and Samsung Engineering and Samsung C&T (respectively the world's 13th and 36th-largest construction companies).[4] Other notable subsidiaries include Samsung Life Insurance (the world's 14th-largest life insurance company),[5] Samsung Everland (operator of Everland Resort, the oldest theme park in South Korea),[6] Samsung Techwin (an aerospace, surveillance and defense company) and Cheil Worldwide (the world's 15th-largest advertising agency measured by 2012 revenues).[7][8]

I'll take Samsung for $100, Alex.