Eileen, thanks for your post, your campaign ideas, and your numbers! I escpecially like your "green" style campaign, because POET can really save huge amounts of energy – in the handhelds, in the data centers and elsewhere!

Regarding your numbers, I fed them into my little calculation model which assumes a semiconductor market size of conservative $305.6 billion (2013) and a conservative price/earning ration of 15. With your assumptions of 5% market share, 10% margin (minus 3% of that going to UConn), earnings would be $6.55 per share per year. With a PE ratio of 15 this would result in a share price of $98.

My own assumptions are much more conservative, i.e. lower, because at least right at the start the market share will not be as high as 5%. The margin is also quite nebulous to me, but 10% seems rather height and "for ease of calculations" is no good excuse these days when we have spreadsheets, even if not yet powered by POET.

A PE of 15 is of course ultra-conservative (plain old chipmaker Infineon Technologies is at about 15). For fast-growing companies with high future earning expections it is not uncommon to have much, much higher PE rations, like e.g. German biotech Morphosys has a PE ratio of 157 based on expected earnings of 2016.

In sum, I think for POET Technologies a share price with a high double-digit or a low triple-digit is not unlikely – provided and as soon as revenue is coming in, of course.

All IMHO, of course.