A very good post Monolithic and I think it does capture much of what has transpired. There has always been this argument of whether we were being lied to or whether management were being lied to but really the lack of understanding by those who were not in the business specifically PC was I think the biggest problem. And he was apparently respected by Ajit and others so what chance did we have but to follow? It is an argument with many sides.

When you look at the POET GaAs platform, it has always been in a state of development. The very unique building blocks are there and they are a work of art but there has always been an evolution associated with tools to develop it.  And for us mere mortals it is difficult to understand. Why didn’t they just sell the platform for $2 billion…that is what we were told it was worth. But when you looked at all the applications it was really easy to talk about the $70 club. You know only having to charge your smart phone once a week. I have little doubt in my mind that if POET can be developed as designed by Taylor that those kinds of applications would be achievable. But that is not just money and time that includes the tools to do it. The accuracy of very precise and clean III-V material etching, the evolution of plasma systems. The accuracy and procedures to control the anneal process is extremely important re tools to build the devices that Geoff Taylor designed. Single electron transistors, star wars applications, on and on. Those are not figments of Geoff’s imagination. The technology to build these kinds of POET devices have always been in a state of evolution.