Junkers I think that number was spawned as a result of suggestions from past management that POET was going to "eat Intel’s lunch". I think it became extrapolated from a royalty model of what the value of the POET GaAs platform would mean to a couple of the big companies and what they could be expected to pay to have some level of exclusivity. Of course that is past history associated with the dreams from a different era when irrational exuberance pushed the market cap of this company to over $500 million.
I doubt you will see a reoccurrence of that kind of promotion or that kind of thinking. It would however be nice to see a valuation in line with the kind of real progress that POET is making today.