Agreed, that is a good sign. I fear we will be in this range though untill we see a deal involving real money. The comment regarding a host of investors on the sidelines watching and waiting, sitting on piles of money looking for confermation in the form of a licensing, JV, or buy out is spot on.

After discovering the 1980s GaAs push I was a little frightened so I did some DD on where it is now. I was pleased to find that the GaAs industry is around 5B per year. this alone is a pretty big market POET could tap even before moving in on SI if that ever happens. Not saying it wont but history shows that it is posible.

I found out that there is a number of other meterials being developed and used out there all be it not nearely advanced and all encompasing as our POET but in thier own right they get the job done.

SI, GaN, GaAs, Graphene.

Maybe one of these big companies could be the first to licence POET.

RFMD, TriQuint and Win Semiconductors "largest GaAs semi producers"

Sorry if you have read this already. I think its worth a re post. I like the conclusion of this article, for me it really gives me hope that we will succeed.

So, what was the verdict? There was no clear winner. The performance of silicon-based and GaN-based devices is impressive, but GaAs has a very strong foothold in the market and the manufacturers won’t give this up without a fight! The stakes are high, as evidenced by $5.3 billion in GaAs device revenue in 2012 and it is not surprising that this is attracting the attention of other device technologies. I don’t think the final chapter of this story is anywhere close to being written. One of the results of this competition will be to spur innovation across all the technologies and consumers will be the ultimate winners.