Scary: There is never any shortage of sellers apparently who have a drastically different view from you. 

The view might be different Scary but there is a big difference between needing to sell to cover costs of very big planned expenditures and the belief that given an appropriate amount of time for adoption that  industry will find this solution as meeting the needs for low cost high performance optical integration in a very broad range of applications.

It is going to happen but many people believed it would have happened sooner thus the selling you are seeing. In other words, people I know are selling a portion of their holdings for financial obligation, not because they do not believe in the future of this platform. I also believe that there is very significant potential of POET expanding their applications well beyond what we know today to include the applications that require the management of expanded wavelength spectrum. 

It is indeed a platform with a long future which is exactly what big companies want to see.