Good find, novogus.

Maybe Mr. Ocampo sees the big opportunities in Poet, but sees less risk in investing in a direct profiteer of Poet.

If Poet fails, he still has Anadigics which can survive without Poet (because vcsel-market will be getting bigger and bigger and he thinks anadigics will take its share anyway). If Poet rises, he hopes to make tons of extra money because Anadigics as a contractee will grow with Poet. In addition, at Poet he had nothing to say - at Anadigics he rules. So this strategy could be better for him than buying Poet shares.

Makes some sense, IMO.

This doesn´t help me, because as I believe in Poet, so why invest in Anadigics that can be cancelled by Poet soon? Gary Lerude mentioned something like that.

Whatsoever: Nice to see that Poet is part of public analytics. Good for awareness.

Holk