yp what it really comes down to is this. Do you expect the company you have invested in to have a high probability to be successful and build products that will have large global demand with high margins of profit? At this point in time the factors that will determine POETs success have never been stronger. People invest in biotech stocks for a very long time as pre-clinical drug testing goes through many phases that can result in failure at many points over the years required for approval...the majority will fail. A few will be successful and those can be extreme winners. Are those investors married to those stocks? I think not.

Investing requires a continuous assessment of whether the investment continues to show promise. As we know POET has gone through a number of iterations of business plans and I believe this last direction change has reached the point where POET can provide investors with an excellent opportunity to ride the wave of optical integration in an industry that is pretty extreme and diversified.

I choose to stay with POET based on the company’s ability to evolve. The technology this company now offers is badly needed in an industry that is vast.