POET will likely be able to command a healthy premium since its OI changes the cost to produce and dramatically increases performance for many verticals' products across the industry. Since they have intimated that different major companies are interested, it will be POET's technology that retains the shareholder value we dream about. Our CEO is not a capital markets guy; he is a builder. It has taken a few years to build since Suresh refocussed POET as an optical integrator. In my opinion, the more of the markets POET addresses, the higher its buyout value should be if that is the route POET finally takes. Many of us would like to see them do it on their own, but its global customers could demand too much of our little company, so we may need help- a strong partner financially backing us or a buyout. POET may have saved a lot of R & D for other companies, so that could factor into its ultimate price (value propositions) as well.

Monolithic