Van,
I dont have a "guestimate" of what the automotive verticle could yield, but after reading through the article I posted a few days ago about Volkswagon purchasing a Blackberry Facility, it definitely opened my eyes to the links/alliances happening between the technology and automotive sectors.
The article also mentioned that Volkswagon had joined Google's "Open Automotive Alliance".
If you look at the "partners" of this alliance you can see the magnitude of this area for applications. There are 28 automotive and 16 technology companies included so far in this alliance.
Do you think they, as a group, might be interested in POET?
http://www.openautoalliance.net/#members