I'm not familiar with Plug Power other than the financial data available at Google Finance.

Looks like their Revenue has averaged about 26M over the past 3 years and they have yet to turn a profit.

It is difficult to compare POET and Plug at this stage.

If you are looking at the financials and projections based on the NRE $ we can expect in the semiconductor industry as well as licensing deals, I think Mack is standing on a good leg. I guess it will depend on the time frame involved.