Aiming to become the global leader in chip-scale photonic solutions by deploying Optical Interposer technology to enable the seamless integration of electronics and photonics for a broad range of vertical market applications

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Message: Re: Pivotal week ahead
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Sep 22, 2013 06:54PM

"If the potential was as massive as stated here, there is NO WAY this would be where it is."

"Show the investment community something other than ink on paper."

I am sorry, but the comments noted above from the same person illustrate perfectly the issue with the POET SP. Its a herd mentality. Most people will note the share price is low - and they know why - because what the company is saying is just not possible. People just cannot wrap their heads around such a paradigm shift in a an industry worth so much. They want undeniable proof. Certainty in their minds will be all that will convince them. 100% proof, with no possibility of failure.

Is there risk? Of course. Its the nature of a company, especially a technology company, with no revenues, relying on its intellectual property to push itself to the monetization stage.

So I don't get the two statements noted above.

I believe there is a way, despite the stock price, that the potential is as massive as some think. Most just don't see it and many don't want to take the risk. As Ken Fisher asked in his book, "The only three questions that count", Question 2 is, "What can you fathom that others find unfathomable." His first line in this chapter says the following: "Fathoming the unfathomable by definition seems unfathomable, so most folks don't try." He goes on later in the chapter to quote a Forbes column from years ago that stated, "Being right requires aloneness, and a willingness to let others see that you may be nuts."

I am sorry, but having been in the lab, having seen the work being done, having witnessed the passion of the tech crew, having talked with Taylor, having done my DD, I am willing to fathom the unfathomable.

Interestingly, I have never read one article, heard one comment from any expert or otherwise, that has stated this technology will not work. Maybe I'm just nuts.

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Sep 22, 2013 09:22PM
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Sep 25, 2013 10:51PM
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