At least most of the time we should ask if what we see is real, and read between the lines.  POET barely has the capital to stay afloat, and yet there are those that believe that POET could supply advanced finished product to the universe, last year, this year or next year and beyond. Where does POET get the capital to build out their own product ? With whom will POET be allied to  manufacture finished products? How much will they value their accomplishments?

    It appears from the evidence that none of the above is forthcoming. Just like Flubber, everyone wants some, but there is no supply to meet the "so called demand", so it appears that licensing is the best path for Suresh's science project/passion/personal tech achievement to bear fruit. 
   I hope to see some licensing agreements near term, as the only way that I see POET moving forward and recovering, is licensing. Hopefully it will serve the long term shareholders/sufferers well.
   Of course, this is only one opinion.