FJ, I really wish I had been drinking the scotch with you on Saturday night when you decided to pen this wonderful epistle of our lives post POET. Based on the number of positive responses to your message I must have missed a very well attended scotch party.

As of a few minutes ago the SP was $1.64, up .08 on the day. Clearly I am not the only one who missed the party. The market reaction is tepid at best.

Believe me, I am not a cynic. I too think POET just may be the big game changer. The key word being "may"!

What will it take for me to get real excited?

I will get excited when Apple, Samsung or some other behemoth announces they are putting a POET chip in their next billion tablets and smartphones.

In the meantime I will treat this as another investment with great potential but an equal amount of risk.

I will leave the Kool-aid in the fridge for now.