One of the few risks I found left in my investment with POET was the probability that the market would somehow neglect our new technology - for whatever reason – I could imagine more then some. Here now my thoughts:

This message of the DoD is clearly stating that also the US government sees a bright future in the possibilities using III/V semiconductors, naming GaAs and InGaAs. (We all know that POET is the key to all of that!)
This will drive publicity and the market!
Will this Institute be a competition for POET? I do not think so.

Imagine that - so far - just a handful of bright brains led by our Dr. Taylor worked on POET - compared with an army of scientists working - up to now - on silicon.
POET’s patents will soon form a strong fundament for thousands of upcoming developments, induced and financed by this new Institute as well as other commercial R&D-labs. POET cannot do this immense workload on their own. Our technology is opening the doors to an immense playground for scientists and other ingenious minds. Then POET can focus on marketing and licensing, but also in basic further developments, like the quantum effects of POET, or other, non-optic aspects of it.

Wherever in the USA this institute will be (I guess UCONN soon has free capacities?), whoever will be the director (would this be a nice position for a brilliant mind like GT?), it will form the future, of computing, but also of our everyday life.

So now I am 100% sure that the market will be driven to our technology - whatever competitors will try to lead the market into another directions.
There is just one POET! And - We Ain't Seen Nothing Yet!

Oz4m2, this one is for you! https://www.youtube.com/watch?v=8XZWgHNcUeA