If I rember correctly, Chris Chu said about Schneider's first article, the company would react if the article would have been published in the Wall Street Journal. But now it's only on Seeking Alpha, so I don't expect a response from the company – expect for a NRE revenue statement in three months or so.

If the POET fearmongers (read: shorters) have nothing better than articles like this, with obviously false statements, deafening omissions, and irrelevant arguments, we should all be able to sleep well.

Still this is part of the tree shaking and consequently the share price might suffer somewhat by nervous nellies throwing away their shares and shorters shorting so more. The questions is how strong this effect will be …