POET says :
We have the next ''Moore law'' technology.
Our technology (Optical/electrical!) is validated in a state of the art fab (BAE).
We have one or more top 5 tech partners.
We have hired the CEO of the second biggest semiconductor foundry.
We will release P2 with billions in valuation.
But... We may need a reverse split cause it may be hard to keep the SP over $2US for 5 consecutive days (i.e. 350M market cap).