"That being said if the stock fails to recover to a reasonable value in the near term  it would mean failure as a business. Hard to imagine that all the companies working with POET to plot their future roadmap would have been so foolish to have made that bet"

Maybe, like us, they just didn't know. They believed and bet on the tech but didn't know POET was in any way an insecure financial positions as this.

I would be *really* surprised if those same people were not looking at Plan B's and C's after the last two to three months.