I agree.

Which brings us to the Apple question, again.

Would POET benefit from having APPL acquire it? Would the industry as a whole benefit?

I would argue that the industry would not. POET needs to be controlled by someone outside the current mainstream computing world so that no one company is able to dominate and control the market themselves.

Because of APPL's ability to not only design, but with POET, actually manufacture the major components of consumer gadgets, who's to say whether they would keep the technology to themselves, quickly killing any and all competition. Sure, they might licence PET, or they might not. I would think POET would be kept for their own purposes for many years.

I would also argue that licencing POET would be far more beneficial to shareholders than an outright sale. I don't believe over the long term there can be any argument. Over the short term there would be many growing pains, but with the proper management, they could be overcome.