"In other words, IMO, it is all about POET technology if we want a significantly higher SP. Not to diminish optimism, but we should understand how the Denselight sales fit into the overall picture."

I disagree with your assessment, Quan.  If we can sell sufficient Denslight and BB stuff to stay at .50, that's fantastic, as it undercuts the risk associated with the unoptimized, and therefore very speculative, POET stuff.  It makes a huge difference.