[ATTN Chris]
R&M appears to have specific focussed arms for Optoelectronics as well as semiconductor "innovation/startup" companies.
http://www.researchandmarkets.com/reports/354040/insidechips_focused_on_semiconductor_innovation
http://www.researchandmarkets.com/reports/1202348/photonics_and_optoelectronics_media_monitor
I know Eric (Strategy Analytics) is quite aware of POET.
I wonder whether Atomic has had a word with R&M?
(as long as R&M isn't just yet-another sell-side shill, that is...)
GLTA,
R.