Just an added detail that I have been in this investment previously and lost money so just because I am in the green on this round does not make me an overall winner in POET.  I just consider that things seem to be looking somewhat promising (looking out a ways) and it seemed worth reestabilshing a position, pretty much under similar risks as before but the recent FIT & Luxshare deals allowed me to consider the risk and dip my toes back in.  I also like the recent activities pivot to Singapore and am hoping for a China + strategy to take place along the way - hopefully driven by measurable demand verses just anticipating the future.