This was posted by someone other than me on another board about a completely different stock, but can be applicable to POET:

"One tidbit from my personal experience. I had an investment in a company called Qualcomm back in 1996/7. If you have never heard of QCOM or know the story, it is a worthwhile one. Basically the company had designed a technology (CDMA) that was a way for mobile phones to use spectrum in a more efficient, more secure way. Many companies such as Nokia and Ericcson and AT&T, and many governments such as the European Union, all had vested interests in keeping their technologies (GSM, TDMA) in place and did everything possible to dismiss and get rid of this little upstart that claimed to have better technology. There were many professionals hired who made accusations that the management of QCOM was being fraudulent (!) and lying to the public about what CDMA offered. They also made many claims that the world did not need this technology - what it had was good enough.

Well the story continues, but if I fast-forward 15 years or so. Now we have 3G/4G technology, which is ALL built around QCOM, QCOM has a similar valuation to Intel (over $100B), and the company has $30B in cash in the bank. Etc Etc.

When I invested, the market cap of QCOM was circa $3B. Interestingly, with regards to the movement of the stock price, the world woke up one day and 'got it', and the stock went up something like 20x in 1 year (1999 / 2000 time frame). Crazy. But very true.

People used to call the battle between industry goliaths and little QCOM, as well as the battle between bulls and bears in QCOM, the Holy Wars."

Baba's add-on: As Brian Wilson said, "Wouldn't it be nice..."