"What I could possibly see, though, is, if the company is actually as far along as some suspect,"

PP, you have stated In succinct fashion the one continuing folly about Poet over the last 7 years.  In essence, that's the Poet story, as chronicled and supported and espoused on this board by tech savvy, smart and tireless posters.

I thought this latest OFC buildup may have been the real deal. The market crash certainly may have had a lot to do with the reaction we've seen, but I'm quite disappointed nonetheless.