Well thought out piece.

I have one issue though; you start out too low.

Sure, worse case scenario could be what you have spelled out. But I can't for the life of me understand how one, any company, (say Apple, for instance), would acquire and use the POET chip, and everyone stand by and watch them clean up the entire market due to the increased performance, decreased power usage and lower production costs.

The chances of this technology taking 0.1% of the market is about 0.1%, in my opinion.