While today was good, I wouldn't get too excited. This is not the news that will make us the big dough. This is not 100nm being completed and validated. This certainly not a licensing partner for semi or military, and it's not the big take-out we're all hoping for.
What we need right now most of all is BAE coming in with a billion dollar deal. That may sound like a lot, but these two have been partnered for a while and in any agreement, BAE will have some serious stake in POET, and will probably go along for the ride if things progess. That would be a nice little jump to $5.00. Modest, yet still eye catching, and ideally, it would garner some attention from the Samsungs, Intels and Apples etc.