Jack that is a reasonable approach but based on what industry is learning about the optical interposer especially now that existing prototypes have been sold there are additional aspects to  consider. 

The orders include sales and development contracts with a value in excess of $3-million (U.S.) ($3.9-million (Canadian)) to purchase current device prototypes, to develop and provide increasingly integrated optical engine components or to systematically address specific customer integration requirements under paid development programs. Together, these recent orders represent a material increase in the overall revenue run rate for the company and are expected to be fulfilled beginning now through mid-2019. 

As per Tom Mika I want to emphasize this backlog does not include the orders recently announced on November 12, 2018, a portion of which are also expected to be recognized during the fourth quarter of 2018.

My concern is that there is a very real danger that as leading global companies begin to use the interposer based solutions that they will want exclusive ownership and with the share price so low there is a danger that the company could be bought at a huge discount to what the potential value that could be realized once production level orders are established for existing and advanced applications. There were certainly many periods throughout POETs history when such beliefs were nothing more than hype based on the Pellegrino reports but this not the case anymore with this companies recent developments.

POET has a solution that offers very low cost and high performance in an industry that is appears to be growing very rapidly including new hyperscale data centers.

PS It surprises me Jack  that you are not taking advantage of  the year end tax loss selling and the bump  that may take place in the  new year driven by TSFA investments.