Oogee, not sayin' a thing about fundamentals or products or innovation, but AMD to me has been a huge disappointment stock-wise over many years. Two big, but very short lived spikes to around $40, but then it falls off of those spikes really fast and hard when the economy goes south, and it hasn't really rallied back since things have gottem much, much better for many techs.
I think AMD would give anything to come up with something that would really trump the more successful companies in their area (both product wise and geographically!). If they can see POET as having the goods, they may well tender for us - I'm sure they can taste rubbing INTC's nose in the dirt. Hope our stock can rally to much higher levels before that happens. Perhaps we'll get Rory, and AMD will become one of our partners, that might work out a lot better for us in the long run.