This is certainly one for debate POET Power.

I am sure that others here are invested because of the GaAs Technology. This appears, so we were told, to have been deliberately stalled strategically in favour of OI development, the reason given was that the cost and time taken for development iterations was greater than could be met by the company’s resources.  

This wise strategy has miraculously brought us to the cusp of the commercialisation of a disruptive product.  All fine and dandy but I am sure others like me hold a genuine hope and belief that GaAs development will be resumed once affordable.  To date from my regular review of what management says to shareholders , I suggest that statements made do not indicated anything that would suggest that it is has been dumped as impractical or unaffordable, but rather that a partnership would be needed to take it forward, with some tempting indications of what sort of  partnership might be involved.  Consequently, whilst I bow to Shash’s greater knowledge and undoubted connections with the field, I could logically conclude that 4th terminal issues are at least being considered, particularly when it was stated that a ubiquitous ‘workaround’ was being considered.  

But by whom?.  Just what did SV have in mind as an assignment for his special projects guy.  Is he now partnered up representing PTI in some sort of development relationship.  Let’s not forget that PTI after all hold the significant critical patents and will always benefit even whilst focussed on other near at hand commercial targets.  

I just find it hard to believe that the much vaunted assets of 56 patents in the POET arsenal just end like a damp squib which is what Shash appears to be suggesting. That there are already developments already proceeding elsewhere seems entirely possible, out of our hands maybe, but no one has ever explained Just what happened to all those synergistic PDKs that were handed over to someone in August 2015.  This company does not reveal the who side of the equation for good reason but that does not mean that ‘they’ don’t exist.  Those patents are too important an asset to be allowed to fester.  

I’m with you POET Power on this one.

sula