”Before in the GaAs time, it would have been asking to much for the silicon-based industry to change and adopt Dr. Taylor's lab work of which Poet tried to commercialize but could not do it right away as that would be too great a cost for a return to far down the road in my opinion.”

Mono, here’s my issue with the above. When GaAs was the rage at Poet, anyone here that brought up the issue you reference was the anti-Christ.  Recall the analyst guy that while rude, was closer to right than most here.  The intelligentsia here made a strong effort to demonstrate how wrong he was.  

But there is reason to believe the IO will have a different and far better short term result.