RE:RE:just go it ALONE...
I very much believe that Kooter. Right now a lot of big companies are trying to figure out what their next step is to keep market share without busting the bank. It has clearly come down to a matter of survival for many. New fabs are $10 billion and the technology required to gain benefit is questionable with uncertainty of what the actual performance benefits will be and ROI is questionable. If POET offers a quick solution owing to Taylors design to fabricate using existing technologies there will I believe be a very big effort to move on that front as quickly as possible? It is after all why the PDK's have been advanced ahead of schedule with the help from PDA's. Now once POET has a lock on the PDA's I very much believe that their main commercial partner will make POET an offer that the shareholders just can't turn down. Let’s face it the money being thrown at companies for apps has reached stupid values. I can't see big companies standing by and just watch POET grow. Why would they? When they can take the company out early. And for the record Seven., No one was upset with you for saying that the business model has shifted to licensing. What had people upset was your reference to the dramatic share price increase being the result of what you called false rumours and that the share price was going to fall hard. It did not fall at all. The run up was obviously based on company progress. Just because POET is talking up the licensing angle does not mean companies cannot take a run at POET which is a concern until the Pellegrino 2.0 has been issued with the drivers having been met.