"As nice sounding as Dr. Taylor's innovations are POET was probably never really ready to get everything right with that technology (GaAs) in order to raise the curtain; hence, the sentiment over that here. POET has enough expertise within their sphere now."
Mono, two comments:
First, with respect to your first sentence, totally agree, but my point has long been - "but you wouldn't have thought that from reading this board."
Second, regarding the current expertise - I think therein lies a very big difference between the whole GaAs business and the current business. We never built up any kind of force or infrastructure before, it was the brilliant scientist (in no way a business man) and PC and the like (securities salesmen). The difference now is stark and dramatic, which augers well.