Agreed breeze, hard to figure.  On paper it appears LWLG is at least 2 years behind POET in development.  In fact, if you look at their latest corporate presentation, there is not a single completed product identified or validated anywhere in the presentation or on their website for that matter.  Someone please correct me if I'm mistaken.  They are still using terms like potential for this or that.  To use POET's vernacular, it appears they are still a technology development company as opposed to a product development company.  At any time, they could run into a "4th terminal" issue, or just fail to convince their "Tier 1" that polymers are reliable in the long run. 

So, why the love for LWLG and not PTK.  IMO, Lebby is a salesman (you remember we had one of those at one time) and has done quite the marketing job on behalf of their company.  Its very possible they will be every bit of the success he claims they will be, but then again maybe not.

IMO, the time has come for POET to really kick the marketing blitz into full gear, a full time job by a seasoned professional (not side of the desk stuff from our CFO, or part-time efforts from talented shareholders).  ie, CIOE in 2 weeks and POET is nowhere to be seen on the conference website.  The Company may argue its an industry event, and the people who need to know, will be aware of their presence. However, I believe this misses the point with respect to gaining market awareness, especially when we have been told Nasdaq is on the horizon and RS ratio will be 100% dependent on how visible the company makes itself to the market, NOT to customers.

With actual products in hand, POET will be the first disruptor out of the gate (vs LWLG), I expect there will be quite the snowball effect as momentum picks up after initial product sales in Q4 & into Q1 2022.  No need to worry about LWLG, very good times ahead for POET.