POET-try:

"I don't want to burst this bubble we are having but what's to stop companies from waiting until we go bankrupt through burning all of our cash and then low balling the crap out of us"

Management has told us that we will have enough cash to take us until the MS are completed. If we haven't got any takers by then, we are in trouble. Assuming that management is truthful, and I believe they are, we have until Q1 or Q2 2014, with a lock-in agreement with interested parties at the end of 2013.

Meantime, whitepapers under NDAs are going out to numerous companies. Waiting until we are bankrupt is a dangerous strategy becasue they run the chance of missing the boat entirely.

The level of desperation felt by even the most entrenched tach giants is palpable. Intel has been losing ground to ARM for years now. Even IBM - who I've admired during this POET journey - got slapped with a downgrade because they are seen to be losing ground in the server market. Rob's articles on Apple tell the same story. Microsoft is struggling. The list goes on. . .

I can't think of a better time to be us. The fear that hangs in the air around these companies smells to me like fresh-baked cinnamon buns :)