I also agree that the Milestones change is without doubt a key Strategically Defensive move by the New Management Team.
Once the data set for the 50 GHz VCSEL and 100 nm Ring Oscillator are released to the world, POET becomes an immediate take-out target.
We, as shareholders, absolutely do not want this to happen before POET has significantly increased the Enterprize Value of the company, which will happen through commercialization / monetization deals etc.
In Poker, you want the size of the prize pot to be maximized before you show your cards.
I like this new team a lot.
ST