Great posts today!

Fairchij, good point about the removal of the power requirements on the original corporate overview. I think the company has given us enough through other sources to give us confidence that the metric wasn't omitted because it wasn't proven or possible that the power draw could really be that low.

As to the POET valuation for the smartphone market , remember that in the same G&M article Taylor himself gives a simplified all-in cost benefit for adopting POET:

"Dr. Taylor believes the impact on consumer products will be immense, saying that cellphones will require only one chip when right now they’re made with several. That reduction in parts will lead to a dramatic increase in speed and a deep cut in price. “It costs $500 or $600 for an iPhone, but with this technology you’d be starting off at around one-third of that price,” Dr. Taylor says."

POET is incredible. Usually benefits on one aspect of a new technology comes at a cost in some other area. If you want more processing capability you are going to drain the battery. If you want to shrink the chips you're going to have to spend about $2B-$3B on a new fab. POET is an improvement in all areas (size, weight, power, cost, etc. - you name it!) and to top it off, the "POET Platform" section of the website states that fabs that were ready to be decommissioned will now become usefull again (recall that some of the equipment at UConn is from the 70s!):

"No retrofit or other modifications to existing silicon fabs required – Since POET/PET are CMOS technologies fabricated using standard lithography techniques; they are easily integrated into current semiconductor production facilities extending the profitable utilization of fabrication equipment and production lines that would otherwise be considered at the end of life."