2 cents...

HP Machine is 4 years away.

It is an entire device, not chip that can be pervasive in 10+ different verticals (like POET).

It uses SI. POET has massive ceiling room for improvement in comparison, using GAAS + optical .

The #1,2,3,4,5 competitor to HP will want POET even more -if not HP itself.

If POET comes out with (for example) a 42GHZ processor that uses 80% less power....HP machine will be a small blip on radar....everyone will want and need POET in thier device.

POET simply needs to keep focusing on thier own execution..the market will WANT this tech - garrenteed!