I think it's silly to suggest this technology is worth any value at this point, as there has been no independant valuation of the current (and yet to be released) successes.

Pellegrino 2.0 will set the bottom line, and I expect it will be north of $10B.

Licencing this technology will bring enormous cash flow until something significantly better (graphene?) is fully developed (10yrs?). Even then, with the optical portion, who knows how/if graphene will interact with it.

Selling this technology, although I believe it to be a long term bad idea, should be north of whatever Pellegrino assesses the value at.

The key is whether the industry will accept POET as the solution.

A patnership with any major player will solidify the POET solution, as no one else has anything even close that I'm aware of. All those not participating in the POET solution will be left behind. Therefore, all will have to participate to survive.

Only then will we see how the market values us.