Arriving home late last night, after a long albeit private flight, I had some trouble falling asleep and was thinking of yesterdays post regarding timelines.

Now I understand the resistance of many to want to think pie in the sky valuations, I understand the reluctance of many to envision a better situation and stock price. I also understand the reticence of many to objectively think forward in light of current and recent past and long past occurences.

I myself have been around for a while. I "get" where your mindset is. I fully understand. I also understand you want fact and not conjecture or speculation. Funny thing though, about fact, is that it can be construed, bent, altered, skewed, deviated to reflect what any individual wants to believe. Otherwise, why would we pick apart news releases ? To justify our own beliefs and ends. Yes ?

So I prefer to use "knowns". We should revisit yesterdays post, for a moment, and lets again put ourselves in managements position.

KNOWNS

There is a small group of people, entrusted with one of the greatest potential discoveries in technology history or "History V2" if you will. A scientist of great reputation and intelligence, surrounded by technology business people as a management team with all being specialists and more than one of them a proven and seasoned and well connected leader with many years of experience.

We know by the new CP, NR's, media coverage, what the technology is and what it can potentially do. We know that the company plans a new satelite office in the center of technology, Silicon Valley. We know that they have been seen in select company (Google). We know that the worlds best TCAD is involved. We know of the milestones completed.

Luke warm response on the cess pool TSX-V exchange.

(What have I missed)

SPECULATIONS

A paradigm shift in technology history.

A global demand.

A marketing and cash flow leviathon.

A partnership (or 6-or more) in the works.

A future of unknown new uses and blue sky potential.

A requirement for more staff at key positions.

A drive to qualify for the NASDAQ.

(What have I missed ?)

SOLUTIONS

Completion of all milestones, and a workable, scalable (manufacturing) product.

Signature deal(s) with branded names and revenue generation capability.

Advantageous promotional program to drive unquenchable demand by the marketplace.

Movement to NASDAQ to enable global exposure and class ""A" investor access.

Notariety built on over first year leads to unquenchable demand.

Unquenchable demand leads to further premium pricing advantage.

(What have I missed)

SUMMATION (Mine alone)

A promotion campaign using the current CP and other tools at their disposal, a deal or deal combination of noteworthy names and numbers, and/or equity stake by a named investor. These alone would put you to $5 range and especially if those names were a Google or an Apple. Phase 2 of the overall plan is when POET exposed to conventional media and serious investors who do not play stock at or below $2-$3, and as well the public at large will become aware. Phase 2 will drive the price well above $5, with widows, house wifes, boy scouts, workaday individuals......all who see the merits of the product and want even just a "few" at any "cost" As a few weeks of strength morph into the realization that this may actually be the "IT" solution "to my dead battery", and as we approach the NASDAQ drop in date, it will further run because of the innate desire to be "in the play" before it reaches the big stage. How many companies in Canada go to the big stage ? For nanything ? Once on the NASDAQ, Canadians will know its like ........"outtasight".

Comments welcome, I have to go get ready for our Halloween party.