I, like most others, am seriously ticked with the SP. There is no reason to get into more details, that sums it all up. The only comfort I have right now, I think, is that there is a tremendous amount of pessimism, and perhaps a hint of capitulation. Sometimes this is an indication of the low point. Here's hoping, not just for me personally, but for many others. This has gone on too long, and has gone real bad (SP). The only dot that I have connected is that they have made some decent progress with the VCSEL. This is really good, but we need more.
Sula recently mentioned "To catch your fish it's essential to remain still and silent but ready to strike and with the gear close at hand necessary to land it."
I would add to that. First you need some bait that the fish is interested in, then the fish needs to bite. Hopefully POET has something that will make a customer bite. We have yet to see this, even after "advanced discussions" for quite some time. Having said that, it could happen at any point, and I sure hope it does. We need a serious turnaround, and now would be good.
Best of luck!!