PLease,

Take a break at daily price fluctuations and don't expect an immediate price increase from a Roadshow.

Let these investors do as some us probably did:

1. Research who POET's executives really are and what they achieved
2. Assess their claims regardind bid gata and the 5B$ optical receivers market
3. Find out that there is a real bottleneck at datacenters interconnect level and major power consumption issues
4. Figure out that 8M$ a year of burn-rate is pretty low considering all the on-going development (Synospsis, the lab-to-fan transition, VCSELs to be produced)
5. Guess out who might really be pushing the development of POET's platform and VCSEL production.

Right now, for the VCSEL, from the conference, we already know this :

34:04 – The POET VCSEL itself is differentiated from a conventional VCSEL in three ways.

1. The epitaxial thickness on the POET stack is substantially lower than commercially available VCSELs (this is a higher gross margin win situation for wafer partner/vendor and the foundry partner as well), thus lowering our cost structure
2. The integrated laser driver gives us the ability to integrate electronics with the VCSEL, reduces the bill of materials for a typical VCSEL product (this is a win situation for the potential end-partner/client)
3. third, our VCSELs emit light in a single mode we call single-mode lasing . And this extends the data reach in the data communications link (this a dramastic win for all datacenters operators).

As of today and to produce a working POET's Vcsel :

Anadigics market cap in $CAD: 27M$

IQE market cap in $CAD: 333M$

POET'S market cap (undiluted) : 169 M$

All-three combined market cap valued at 529M$ while

POET's VCSEL short-reach solution, if proven (as our 3 top-exec thinks it will be and I trust them), could disrupt an adressable 5B$ market by 2017.

I can wait even though I'm way under my break-even price.