Just thinking about the brilliance behind POET's VCSEL plan. One of my main thoughts (risk) has always been that even as the technology advances and risk of issues with the technology decrease with each milestone achieved, what if industry never adopts the POET technology. The people that are "stuck" on silicon will be reluctant and downright stubborn, in general, to change. What if none of them ever wanted to take a risk with POET. There is a huge undertaking to replace silicon in products such as phones, and would take a bold decision to switch at this point in the development of POET. There would be a lot less reluctance a couple of years from now when POET has developed further, but POET can't wait this long, they will need some revenue in the near future.

How simple is their new plan - plug in a $25 cable and see how it goes (or many more cables, still an insignificant change and cost, and no risk). Not much else involved, no major hardware or software changes (all at once), etc. Now that is nothing short of brilliant. We may have been dealt a few further delays with this plan, the SP has decreased (IMO temporarily), but the longer term is much more. This is such a smart way to "get started". Hats off to the new management, this is likely something that Peter did not have the experience or vision for, but he also knew it was time to replace himself.

I look forward to when potential revenue numbers are more visible, coming from investment firms or written in articles, etc. Once people start to digest these numbers, and attempt to put a valuation on POET, this should be a major catalyst.

Good luck!!