just a blog, but still...

http://tsxnews.blogspot.ca/2013/10/tsx-venture-microcap-tech-stock-comparison.html

excerpt:

"... some may say that the value in these businesses lie in their technology or patents that they own. But as we have seen with BlackBerry, technology may not be given the value some expect. Particularly in the case of PTK where they already discontinued their solar business and rely on their semiconductor business where the company will need to continuously upgrade its technology in order to compete in the long term. Until those businesses can gain traction and monetize, they will continue to do poorly on the value and profitability metrics. On the flip side, revenue growth is very strong on a small base and the companies have no immediate sustainability issues as they all have recently been able to do major financing which means there is large venture capital dollars out there that see value in their various technologies."

GLTA,

R.