DK, let's assume you're right about the POET end of things and there is trouble in coming up with a sufficiently optimized product.  Would you rather have had them throw up their hands and say,"too tough, we fold?" 

Their ultimate target is proving more elusvie than they or any inverstors thought.  Did various management personel get too giddy from time to time?  Sure, I think they did.  But I think they had the issues completely licked on a couple of occasions, only to see it slip away.  This disruption business is tough stuff.  Turning a buck into seventy is tough stuff.

So the acquisitions have given us more of a chance to stay in the game, and, if necessary, to reinvent the company.  No one is sure of anything right now, but one of the things I'm pretty comfortable with, is POET is trying hard to succeed.  Is it for insiders only?  We don't know that for sure, either, but I'm assuming all shareholders will participate in whatever the success of the company is, be it very modest or very great.

Think of the countless number of businesses begun every year, by hard-working folk whose businesses fail, for whatever reason. Those people were doubtless very optimistic going in and many financed their venture with outside money.  All were "sure" of success.  We all know it doesn't work that way.