In the 1930's sulphonamides were introduced which had some bacteriostatic effects and could be used, in certain cases, to control and cure infection. Because the bugs were slowed rather than killed and there were some toxicity effects they were not a panacea for infection. During WW11 Penicillin, which had been discovered in the 1920's, was manufactured in large quantities after the Brits gave the technology to the US who had the cash to develop the drug (we were making thousands of bombers and paying for armies and navies instead). Result was, virtually overnight, infection was much easier to control. There were, of course, disadvantages because they stuck it in bubble gum (to clean up your mouth) and it was generally misused so that by the late 50's, resistance etc. was a problem. The effect on the Sulphonamides was to cause them to almost disappear. That's called a disruptive technology.

When I was a trainee surgeon, every operating list I was part of used to have Vagotomies and Pyloroplasties or Gastrectomies to manage duodenal ulceration. Then a little British company introduced Ranitidine, which controlled gastric acidity extremely effectively, and within months the ops slowed and disappeared (when did you last hear of anyone mentioning "I've got a duodenal ulcer and I'm "having an op" ). Better drugs followed. Oh! the company that did it is now Glaxo Smith Klein, made a fortune, for they are now the second largest drug manufacturer in the world. That's disruptive.

If POET lives up to its claims, then high end manufacturers will want to use them because they are much faster, cheaper, cooler and smaller (less other chips required). There will be a trickle down effect because others will want them in their products. Silicon will fight on and, because of vast resources, will compete on price, availability etc. I suspect they will spend fortunes trying to make their own but they are behind the curve. If that scenario is realistic then it will produce seismic shifts in perception. If PTK owns it, then licensing to whoever will buy it will mean lots of companies can take part and there may be huge revenues. If only one large company and we are bought out, then there will be a huge scramble to develop their own, copying may be problem but, assuredly, there will be disruption. Quantum computing will come over some years but, I suspect" no dfsast enough to affect ut share price over the next 12 months.

David