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: License or Sale?

I just wanted to inject a thought into the discussion around sale or license options. Some on the board have quoted or referenced the exchange from the Midas Letter interview quoted below (specifically the 'decades' statement) as proof of a sale being ruled out. While others have countered with the assumption that PC was just posturing for the best nogotiating position.

"James West: Sure, okay. Let’s say investors are looking at the stock. It’s appreciated by 300% in the last year here, what can they look for to drive value into the stock going forward? I mean, is this a beginning of a major move for the stock or this sort of just a flash in the pan based on some sudden perception?

Peter Copetti: No. I don’t think a POET Technology is definitely not a flash in the pan. I think that the POET Technology will be here for decades into the future – decades. The company is at a very critical step right now in its evolution. We’re moving from purey a research company to now into thedevelopment stage. To that end, investors need to watch for reports achieving commercial partnerships/deals with major industry players. Now, I believe that we can accomplish this in 2014 with more deals to follow in 2015."

I thought it was worth pointing out that Peter did not appear to be referring to the company when he said "the POET Technology will be here for decades into the future - decades".

Noteworthy, I think, and not mentioned so far.
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