Great post lu100!

@Eileen "...the pieces of puzzle seem to be coming together,"

True for POET and for my own understanding of a few things POET-related!

Remembering Taylor's joking comment about joining Intel at the EC? "...I hope we'd have enough pride not to do that...":) I read the article linked in Lu100's post: "Intel says fabless model collapsing... really?"

Together with this related quote below from lu100's article, some interesting thoughts came to me:

“We desperately need two leading edge pure-play foundries to keep our industry growing,” Nenni wrote. The IDM (stands for integrated devices manufacturer) foundries (Intel and Samsung) do not have our collective best interests at heart, believe me.”

The turf war between the IDMs like Intel and Samsung versus the fabless companies (FTA:
"Synopsys, Cadence, Mentor, ARM, TSMC, UMC, GlobalFoundries, QCOM, BRCM, NVDA, AMD, and hundreds of other companies") seems to provide another reason why POET isn't engaging the two IDM companies named above. POET's licensing model decision puts them squarely in with the fabless crowd for the foreseeable future. Strategically, if POET is ever to be considered by Intel and Samsung it should be a buyout scenario long after they are established in the fabless side.

I know this isn't very profound, but I thought it tied together Taylor's comments, our PDA with Synopsys and the unnamed 3rd party, and also our so-called stealth mode approach toward gaining our initial market share.

The two articles emphasize the importance of innovation on the fabless side of the market and it sounds like at this time IDMs are driving the innovation. We all know that Intel is the only real 14nm player and will be for a while. Fabless companies will squeeze the juice out of the 28nm and 20nm nodes as long as they can.

With POET arriving on the scene, the fabless players have a chance not only to lead in innovation for the first time, but to threaten the IDM model as a whole. In that scenario we could easily see Intel and/or Samsung making a bid to preserve the IDM model.