On August 10th Mackwheaton wrote;

They may be 'rock star' managers, but at the moment I would like a 'rock star' epitaxial engineer.

The delays tell me it is more complex than they thought, and that suggests they may not know what they do not know. I think a frank discussion by AM, SV and SD should include the question, 'Are we the very best people available to address this very particular problem?' If the honest answer is "No", then go get that person and let's get this done. If the honest answer is 'Yes', then keep on rocking.

I have not forgotten this statement and I think this is very pertinent with what has just come to light today.

Some soul searching is in order until we get more information from the company but I now wonder if selling Poet and placing the technology in the hands of another company with more resources at their disposal would be appropriate? It was not an option I prefered but I think it certainly has more merit today.