A Beautiful Poem: Now that it has been made official, I'm very interested in today's trades on poet. What do you guys think?

I don't see any direct connection between POET and GlobalFoundries' new fab. At least we don't have any evidence that would support a connection.

On the other hand, if I were GlobalFoundries and wanted to produce POET chips in that fab, I wouldn't reveal my plans to IBM or anybody else before the deal is sealed irrevocably. And of course I would have requested my partner POET Technologies to not reveal my name for the time being, but call me "3rd-party foundry" instead.

This is pure speculation, of course.