Yes, Mo, you understood very well. Aves was banned so often. Now he returned and behaved quite well, - but Aves is still Aves.
Would be interesting to see who asked to delete the last message of Silicon Extinction, but I would bet to know who it was. Also this I experianced in the past.
So we know, the pattern is to use every news release to find all possible (old) arguments to spread fear.
Example: A friendly or unfriendly low ball offering , now by Global Foundries? Again? A conspiracy? Placing BOD by former GM managers and then taking over? Gosh, what a BS.
So often we discussed this issue, so often we found that in such a case many other parties would step in and start a bidding war. Remember Anadigics and how the biddeng started? Anadigics had "only" a nice fab, no IP, no key technology.
With POETS we know that all key players of semiconductor know what is going on. OK, they are waiting for proofpoints (Prototypes...), but I have no doubt they would step in heavily as soon as one of the competitors would try to take POET for themself. I have no "angst", - but some people try to spread it.
Even MAZAN is getting scary? Please stay cool. Do not let them play their game with you!