I have to agree with you Mazan.

If the product Poet has is as good or better than they say, then there could rightfully be a bidding war for a buy out.

 When the tier 1 customer gets what it needs as regards the go ahead to include Poet's products in their devices, this is when I feel buy out offers could be tendered.

   These potential buyers would have the necessary cash on hand and development facilities to meet needs of future clients.

    The problem Mazan is if there is a buyout, where else are you going to invest your money?

IMO

Zax