I have to agree with Rainer, Banshee, given your comments, why buy back in?  I guess you feel the promises are good for another rally or two.  

I have great doubt about most people's theories about what's been wrong, and what would fix everything, including mine.  But I'd be greatly surprised if Poet doesn't have a tech with a great risk/reward profile and/or that Suresh is not the real deal.