I respect the views here and it is hard not to feel like we are being abused by the option repricing. That being said, we have to remain logical and do what we feel is best for the future of our investment here. We need to recognize what POET has achieved with very little money in producing a technology that is attracting the biggest players in the industry. There is no doubt in my mind that many of those responsible for bringing this technology to commercial readiness would be targeted by competing companies. The industry is stalled by existing technology and has no means of staying relevant. They are now trying to duplicate what POET has achieved. The best way forward for them to remain in the race is to throw money at those who have the expertise to move forward in developing their own interposer based optical integration. 

I expect that a large part of their devotion to POET is that they see that ultimately there will be big financial rewards with POET if they continue to remain loyal to Suresh. I am sure they are all aware that their options were set to be repriced and as such leaving to work for the competition despite “name your price offers” would make it easier for them to turn down.

It has been a really hard pill for all of us to swallow  but think it through. POET’s  right there with the big dogs now and the unique capabilities of this technology are recognized. The commercial success of this company can provide us shareholders with enormous rewards as they march towards that future and financial motivation has to remain clear to these POET teams that will make this happen.