Psycho9778: All I'm saying is let's keep it real and to the facts. I have my fingers crossed that in the coming weeks/months you can all do an "I told you so" dance. Until then, I'll just wait for the facts to show themselves. Just my thoughts.

These are my thoughts, too, Psycho! Yes, let's stay grounded and face it: POET is not on the big companies' radar yet. All these technology conferences, talks, acquisitions etc. would also take place without POET. They don't revolve around POET yet.

Even our "3rd-party foundry" (and I believe it is GF) will not throw silicon out of the window immediately. It will make the largest portion of its revenue with silicon-based solutions for years. While I believe they are very positive about POET, at its current state it is still nothing more than a promising product line candidate. (By the way, there will always be a market for the cheaper silicon for applications that don't need high speed, low energy consumption, high integration, or gallium arsenide's higher precision or radiation robustness.)

After the success of the 40 nm initiative in the fab lab by the end of this year or earlier, they won't switch their whole production capacity to POET, but rather as much of it as they think they need to manufacture POET chips for their first customers. And I believe by Foundry-2.0-like collaboration with POET and possibly with the latter's customers they have a rather good impression of how much will be needed for a start.

However, the customers are still waiting for the PET PDK, haven't designed their chips yet, and consequently cannot go into production immediately. An exception might be one or the other customer who has gone the hard way to create some simple designs manually using the POET TDK Documentation instead of the PET PDK, but I doubt it.

Please also note that Synopsys did not issue a news release about the POET collaboration, although they are otherwise quite verbose with what they are publishing. I have two possible explanations:

• Synopsys regards the collaboration as too small or too uncertain. However, I doubt this, because, as I said, they are otherwise publishing a lot.
• POET Technologies has asked Synopsys to not issue a news release in order to remain under the radar. I believe the big semiconductor companies do monitor Synopsys' news releases, but not those of POET Technologies.

Please don't misunderstand me! I am very strong and long for POET. This is the real deal. But we are not there – yet. Let's remain grounded, let's remain patient, and let's be aware that this will still take some time.

While this might sound like good news for the shorties among you, please be warned: I might be wrong. Surprises may happen anytime.