Oogee says: "In other words, the big boys who still have the cash to take CMOS to the next node will not be getting a phone call from Peter or Ajit. They will find out about POET when several companies have begun to make the switch to POET (in GaAs or GaN). "

This strategy can't be true because we have words from the company previously that they have spoken to these mega cap companies. For one, back during that January investor presentation in 2013, they stated they had already gone on a trip out west knocking on the door of these companies. Its right in the audio recordings. Then in one of the interviews with Peter I believe (don't have a link handy), he stated they were talking with mega caps. A company is generally classified a mega cap when its market cap is over $100 billion. Those are the kind of companies that could very easily take over POET and Peter has stated for the record that they were talking to them. Approachings these companies contradicts the whole stealth mode theory, though this was a little while back.