Agreed on many points KCCO, and with regard to the ATM, I love what Lebby had to say about raising money in his interview I posted earlier this week. My B/I:

"Have a plan to raise money — without it even the best inventions, ideas, and concepts wither away. On one hand, I’ve had really cool ideas and ran them past venture capitalists, but if the topic is not attractive and timely, you can’t raise money. On the other-hand, if you are in a project, start-up, or internal division in a company, raise money when you don’t need to — it could be your best leverage point."

If only POET had taken that advice when going to the NASDAQ.