Although I'm ever biased toward POET, I admitted to having a sneaking regard for IBM in my last post.

I've had more time to think about it and the more I think about it the more desperate they seem. Their R&D can only be described as flailing. Their ideas and their committment toward expanding on new concepts deserves commendation, but IBM are not finishers, that's for sure.

POET named IBM in their white paper for TWO separate, current efforts towards developing optoelectronics in integrated circuits. And the sad part about it is that there aren't only two! There was a another development that involved drilling tiny holes in the chip to make way for light which was dubbed the "holey optochip". But in articles describing the "breakthrough" they had to admit that the technology wasn't viable for a long time:

e.g.,

"Despite the recent milestone, IBM does not expect actual commercialization of this specific technology, in collaboration with manufacturing partners, until the next decade."

So I feel like IU have to refine my earlier statement to say that I respect IBM for exploring cutting edge technology and for being big enought that they can throw cash around at will. But as far as showing something for all their floundering in the area of hardware, I'd have to say they need to make some changes. Maybe some more acquisitions will help? LOL

Here's a couple of articles on their troubles:

http://www.theglobeandmail.com/globe-investor/inside-the-market/an-upgrade-for-kinross-a-downgrade-for-hudbay-minerals/article13608806/

http://www.theglobeandmail.com/globe-investor/investment-ideas/for-its-third-act-ibm-looks-to-innovate/article13695307/