In my opinion, POET is too small and the positive repurcussions (of acceptance of its technology) to POET are too great for them to be much affected at this point in a negative way by the macroeconomic considerations that you outlined.

After all, what POET is offering can only help companies (who adopt POET technology) to offset these macroeconomic effects to their own bottom lines. Barring some catastrophe, the current share price where it is reflects a company that has nothing to lose and everything to gain.

Again, IMO.