Turr: I think GF are covering all the bases.

Important point! GF is not a technology evangelist, heralding one and only one certain type of technology. GF is a foundry. Its goal is to operate its machinery at full capacity. Its goal is to grow by finding additional opportunities to operate additional machinery at full capacity. It's like the supermarket at the corner: They are selling a whole range of articels, not just one. They are also selling a whole range of coffee and toilet paper brands, not just one. And they are constantly adding new articles. Sure, they are also delisting low-performers, but they are unlikely to give up a successful product in favor of something new that might be better but isn't even there.

Everspin might become something GF will have in stock, POET Technologies might become another article on sale, and most likely there are still more. POET might have more management attention than others because of its much more general approach, because of its disruptive nature, and because of Ajit. But they won't throw all their coffee brands, toilet paper brands and all their other articles out of the window just because of the superior POET coffee that is said to come. No, they will run their usual business. They will add some POET and see how it performs. If it performs well, fine! Let it grow, let it increase its market share and let it increase its share of the foundry's production capacity! If not, it will go away or remain a more or less attractive niche product.

They will take a small risk and try some POET. But betting everything on something disruptive that is not even there? No way!

They'll leave that to risk-takers like Geoff Taylor who bet his life work on POET, Ajit Manocha who bet his good name on POET, or you and me who bet more or less of their money on POET.

Well, that's okay for me! Larger risk, larger gain!