RE: RE: The Anonymous buying trend is increasing That is an interesting thought SR. Following POET to the companies that will commercialize it.
A reminder of what Lee had to say about the successor companies and some of the group discussion:
The conversations I’ve had with people at tech companies like existing chip companies as well as some Venture Capital Investors and one big private equity investor who plays in the tech space. The conversation has then gone to well do we sell this to one buyer? Probably better to sell it you know to create a Joint Venture and a syndicate. That’s my personal preference. I think that is where our biggest value is. Because if you look at this technology it has so much breadth that ether we are going to sell it to somebody who is going to build a syndicate afterwards or we are going to try and build a syndicate and I think capture more value for our shareholders that way. But my ideal would be after talking to these folks and the back and forth I have had with these people so far. Is that you want some different expertize in a syndicate or I would love to have an electronic design automation vendor interested in this. One of the large shareholders with industry background mentions a couple companies like Cadence or Synopsys. There is one example of a company that has part of the story. They control part of the eco system for POET to connect to. You have got the big CMOS device vendors, the top 20 of those with the usual suspects Intel and Samsung up at the top. But there are 20 big multibillion dollar a year players. Just in that space selling chips. Then you have got half a dozen big foundries in the world and they definitely because the fabless business model is replacing or largely replaced the integrated device manufacturer. Those guys have a role to play too. So I would like to see players from different sectors get involved in this and I think that would be in my mind the strongest syndicate.