My POET you say:

they must be held accountable for where we are today  and that is no product and no revenue and no timeline for the POET tech  ......  

1. You say there is no time line.  The company clearly say commercialisation in 2018.  

2. You say there is no revenue.  Not so if you care to reread the company figures for Revenue in the Q3 financials, I therefore, armed with that knowledge, would seriously doubt you would take a bet on there being 'no revenue' in Q4 2016 or Q1 201 either.

3. You say no product the Company announces two new products based on DL and BB IP profucts.   As regard POET products that's work in progress and as you well know the irritating comms ebargo which is deemed necessary has not revealed the state of AOC devlopment yet  This hardly equates to 'no product'.

You go on to say 'this is not bashing its reality' and then in a later post 'My post was for balance'.  When posts contains such appeals in my experience it usually means the reverse is true.  Your post is unmitigated bashing and entirely without balance.

AM and SV have worked in large FABs where they manufacture IC for customers I doubt they have personal experience of export licences where others hold the responsibiliy for conformance to the ever changing rules for exporting hi tech.  They have already explained their inability to control cycles in FABS they do not own or control.and they have effectively taken steps to mitigate these  risks by scaling up at DL. Your view cuts no slack and is unrealistic in such a dynamic soft uncontrollable environment. You clearly have no experience of this environment.

This is sad because I have read material of yours where fact and reason have provided a good argument even though I may disagree with your conclusions.  

You should really stop this chain of.rabble rousing and return to offering this board more carefully considered thoughts. 

Sula