"POET has presented a very clear picture of what their commercialization plan is. They have presented very detailed metrics on the detector so far. They have updated investors by way of webcasts…So where is the mystery? We don’t have to make assumptions of what they are doing they have told us what they are doing." Exactly. They have told us and it's not a secret chip in an underground lab or a billion dollar dear that's in NDA. Unfortunately the speculation PTK could explode at anytime has vanished, with that comes the deflated SP you see now. I will be holding or selling based on the companies "execution" of the VCSEL to the market place as well, based off of how good it really is when completed compared to best inclass. This will be a pivot point many will buy if they can meet their timelines, best in class specs and deliver POETS first disruptive product. It will also be a point if missed will sell never to look at this stock again. Count me in on both groups.