Re: What Does This News Point Towards - Licensing or Buy Out??
in response to
by
posted on
Apr 07, 2014 03:30PM
Mr. Peter Copetti, Executive Chairman and interim CEO, noted, "Completion of the POET/TDK marks a critical step towards commercialization and monetization of the Company's intellectual property.
PC did leave the door open to a sellout, but the vast majority of the NR suggested licencing.
I don't understand why Pelligrino has to provide a framework? If Pelligrino says this technology is worth $250B are you expecting an offer to come in at that?
Clearly the company believes it is the answer to Si, which would imply they also think they can take the entire market.
By enabling increased speed, density, reliability, power efficiency, and much lower bill-of-materials and assembly costs, the POET semiconductor platform is expected to provide disruptive performance with an industry-compatible transition framework, and positions the Company as a leader in the new generation of companies defining the growth paradigm in the post-Moore's Law world.
I think they believe they have at least half of the market.