I agree with everything you wrote, fairchij.

And with more time to think about this, I don't know how the big boys are going to avoid attaching their name to this development. I think any partnership is a going to be material for us.

Another thing to consider is that the effort to reach 100nm could begin very soon even as the other MS are being completed. It does appear from the ammended CO that the facility will be a new one (lab/line vs. fab) so this work could proceed while other MS continue. In other words, POET work could take place at three seperate facilities at once. I really find it hard to believe that POET would have modified the CO to add a milestone unless work was going to begin soon, and certainly not if they thought there was the slightest chance they would have to retract the MS and return to the old timeline.

I'm going to have to restate something I wrote earlier. The following statement is very significant:

"In addition to optimizing device parameters and yields, a near-term goal will be to establish comprehensive design rules and a device parameter library for POET, which will proliferate licensed designs in a POET device ecosystem."

I learned from talking with McCoy (obviously long ago) that these are foundry specific. Each foundry is quirky, and design rules can't be simply imported from another fab - even with the same equipment. Time must be taken to ensure that design rules can be employed to produce chips with functional devices.

Not only that, even in the same fab, the design rules must be tested and rewritten each time a reduced scale is attempted.

Another thing McCoy stated was that ODIS's deal with BAE allows ODIS to share the work they have done to make tranferring POET easier. But still, design rules and device parameter libraries must be optimized at each fab. This is why I think a fab will first announce it's intenetions to develop POET. Perhaps a device maker will follow with designs for a product which the fab will use to make the first POET chips to enter the commercial market.