Good post, poetry n pain. I agree with most of what you posted with just these two exceptions:

1) POET has customers. They have revenue from Denselight customers and it is set to grow. Even though, B & B Photonics was a lab, their contacts, are probably part of what will lead to growth as well as per the roadmap of devices POET has created to sell and/or has in customers' hands. What I think you are driving at is wishing there was more revenue "n o w". Along with that, wishing there were more new customers or bigger names buying POET product may also be part of that anxiety many of us share. I wish to hear officially about some deals as well to soothe any uncertainty, but remain hopeful that revenue will be coming in much stronger for 2018. That is our best near-term goal.

2) GaAs basically doesn't go anywhere until it is monolithically integrated. I feel that it will take that paradigm change to win people over from silicon. This is where the massive disruption will take place ---- a sort of all or nothing. Silicon-based dominates, but once something clear and reliable enters the market, then the floodgates will open. POET has said that there are in the pole position, so it does come down to a partner willing to see the same future POET does and help them complete the monolithic integration, as everything else was proven already, and take the plunge. I feel that any delay in this finding of the right partner is because of the resistance mindset by the silicon industry manufacturers' trying to balance what they do now and what POET could do. POET needs a partner that can understand how to carefully navigate that change. Again, it comes down to POET demonstrating monolithic performance and cost. With that done, then GaAs comes to the forefront. So, who out there, is courageous enough to canabilize their products and transition to POET's? Change will have to happen and POET is at the forefront. Perhaps, they need to sell the idea a wee bit better to someone?

The above are just thoughts, but I feel we are past the dream stage and can do it. I do agree that revenues must be multiples of what they are now in 2018.

Monolithic