Opinion - 2 biggest risks for POET 1) patent protection - hope they have theirs nailed down tight but still their is cost, time, risk and distraction to protect 2) once POET's stuff is out in the open market developing their pipeline and follow on products before others so they can leverage their ideas - they are a small team (which is sometimes better) while others have much larger resources that they can pour into future product development. This is a huge market with big risks for the incumbents who won't necessarily play nice