Thanks for all of the thoughtful responses.

I guess the question comes back at me, that, if I in fact believe the story that POET is telling, (and I do), then to take that to its logical conclusion is to admit what Eileen said: once someone adopts they all must. We don't know the endgame (takeover vs. long term organic growth), but neither is even remotely negative from here ($1.50).

I trade half of my portfolio on macro themes, and invest the other half in micro stories (like POET). I always TRY to keep them separate, but sometimes its hard to keep the 2 halves of my brain away from eachother.

thanks again.