Sometimes, on this forum, we are guilty of over-analyzing since we are kept primarily in the dark. Of course, there were delays to overcome, but I still think that POET is sticking to their roadmap of finding ways to make Denselight EBITDA a reality and to get the momentum going on the revenue machine while POET technolgoy keeps advancing in the background. Because the POET part is secret, we feel like not much progress has been made, but I think most of the tweaking that POET needed to do is probably in place and we will have the race horses to enter the optical space as contenders eventually.

So, in summary, I feel that POET is still forging ahead with their roadmap (most of it), but we are suffering the waiting anxiety as nervous longs or excited longs waiting for our investments to move back up into the green and go higher from here.  At the same time, POET must work through perceptions of itself and do a better job at selling itself to the market based upon past publicly stated comments "expect results", "up and to the right", etc.

Monolithic