Much will depend on the attention that POET gets from analysts. I expect that once the news is out POET will be able to share some details hopefully of what the combined production capacity will be and what the optical engine roadmap looks like. 

If analysts can agree on the projections made by IBK and fill in the blanks of how POET gets there then we could begin to see a decent and sustained move based on the de-risking of the business model. 

We are told they are dealing with some of the biggest global companies in the industry. And the why is because the platform has the capacity to be the lowest cost solution available and can be ramped to high volume production through automated processes.

Suresh has proven that he can look ahead and respond to market trends and he has a really good team to provide a high level of market intelligence.

It is going to be really interesting to see them put that money to work!