I would be delighted if POET could evolve into an ARM type business model; however I believe that outcome is very unrealistic; although Peter Copetti is waving that flag, perhaps that is posturing and window dressing for the inevitable bidding war.

My reasoning is based on the truely disruptive nature of this technology. I see no logical way any of the Tech Mega-Cap companies will not want to be in control of the destiny of POET.

POET, from a corporate impact perspective, is a very powerful development that will effect the future viability of any company who currently use silicon chip technology within their product range and who ultimately get left out as an "outsider" when POET goes mainstream.

PTK's strategy of licensing POET is perfect .... as every PDA deal will significantly increase the Enterprise Value of the company and also crank up the catastrophic risk factor of each Tech Mega-Cap company that is not in control of POET and it's adoption rollout within all the market verticals.

So ultimately, perhaps as soon as after the first couple of PDA's are announced, I think it is most likely that a Tech Mega-Cap will make a bid for the POET entity.

That first offer will have one effect and one effect only : Initiate a bidding war.

I cannot envisage any other logical outcome.

Hang on to those shares because in my opinion they will become very valuable.

ST