While there is no current basis for connecting these dots, I thought it was interestign and wanted to share.

In the CC the board advised that they are in advanced discussions with an institution.

It was reported last year that Stanford had developed breakthroughs that would greatly reduce the cost associated with producing GaAs based chips. Seems like a process that POET would greatly benefit from.

See: http://agoracom.com/ir/POETTechnologies/forums/discussion/topics/644850-new-breakthrough-by-stanford-university-gallium-arsenide/?message_id=2023824#message_2023824

As well, as reported in an article from the UK yesterday allegedly Apple's VR branch has some association with Stanford.

See: http://www.macworld.co.uk/feature/apple/apple-virtual-reality-release-date-rumours-features-leaks-patents-2016-tim-cook-flyby-media-vr-lab-stanford-3601447/

Big speculation, with no concrete basis for POET, but it would be very interesting if all three were interconnected.