Some lessons for Poet shareholders and customers here. Best line:

"There’s an important lesson here: People tend to quickly judge products on what they can and cannot do, while failing to account for how the product improves over time. "

http://business.financialpost.com/2015/01/09/the-iphone-was-revealed-eight-years-ago-today-look-how-terrible-the-first-one-was/

Now translate that into the expected PET performance metrics going from 1000 nm to 200 nm to 100 nm to 40 nm and beyond.

The point is not the specs at any particular node level, but whether incremental improvements can be continuously made. I think this is what inspired Mr. Manocha to join our little company. Silcon cannot be displaced by a one-time whiz bang technology. Any replacment has to have a continuous improvment roadmap available and Dr. Taylor's genius is reflected in the Poet designs in this regard.