Vcselrevolution: POET postponed the NRE revenues by 6 months. It means developments (of whatever kind) are delayed. Money is being taken elsewhere to grow.

Not necessarily. A different interpretation is also possible: As Fairchij already pointed out, licensing the POET IP to licensees might play a much less important role than has been anticipated, because POET Technologies might have decided to manufacture the product in question itself and exclusively.

Yes, that means renouncing the corresponding short-term NRE revenues, but it also means more and sustainable profit in the long-term future. I like that. Provided, of course, this interpretation is correct.