ST,
These were my intial thoughts but not expressed with anthing like your astuteness and without any evidence whatsoever.
I have listened to a number of Mr Fab's interviews. The impression he leaves is that this is a man who eats, breaths and dreams in terms of IC. He loves his subject with a passion, he means to have an impact on the industry and its value to the world.
In one of FJs earlier posts he wondered how he was hooked, my feeling is that he sees the same potential in POET that has kept many of us glued to its progress. Its not all about money, though I am looking for a biggerTrimaran, this is an exciting technical project to be a very minor part of as an investor to provide capital to make it happen.