In fact, it's mostly dump until late 2020.

Rick's post reminded me of that time I introduced POET to a friend. After doing "dd", he said "Hey man, why did your company switched from mining to solar to GaAs to OI? I can't trust this execution, btw isn't Intel just gonna beat you guys?"

The market severely misunderstood POET, and that is the disconnect lumenge likes to talk about. That misunderstanding will hopefully end with customer names and orders.