beanstalk: Déjà fn vu.

But what to do? It depends on your mindset. Let´s say the technology is sound and de-risked (the path to 1,6TB is clear as Suresh said). But there are more risks as we all know. Can Poet successfully capture some market? Can Poet survive long enough to see this success?

1. Don´t believe in a successful company any more: Sell now and don´t look back.

2. Believe in the company, but believe in another disastrous financing: Sell and come back right after the financing. 

3. Believe in the company and a not so painful financing: Save your pennies and think about buying more when financials are safe(r).

4. Believe in the company and a more or less non-dilutive financing: Buy what you can right now.

Of course, that´s conceptional. There are more graduations and blends. Maybe you have other set screws but maybe it helps to sort alternatives. I´m with Nr. 3 for now, but everyday I ask myself if it´s baseless hope. Thinking of Poet´s positive track record: The Denslight Sale was a succesfull example to some degree, but I can see no asset left to sell...