Very much agreed ! Interesting on who pays the freight in Foundry 2.0 as well.

I will say this from my experience base of running a division in a Fortune 500 company. From a statement to my division, year end review. In March 2013.

"The quality of any JV, partnership, and/or collaborative effort is in the sum of its parts. The higher the quality of those parts, the stronger, the higher, and the greater potential for returns that exceed expectations"

So in saying, POET has already garnered a world class and world leader in TCAD. Expecting now, with a complimentary partner(s), in development of the product and purchasing of the product, then their trajectory is set.