.......judicious timing....

I was on a conference call today discussing our Q3/Q4 projections. In our part of the tech world there are certainly similar dynamics on the planning and execution side as many industries, yet we have our own and sometimes peculiar and particular economic indicators to deal with. I have stated before, I can't imagine being the management team managing the POET story of the century, the technology of a lifetime and as was stated today, an moving an industry set in the stone of an Everest. Now thats some balls to juggle. I really believe though, that the company is in a perfect storm situation here. Yes time and duration is critical, yes a well managed roll out is critical, yes exposure to further investment liquidity is also critical.

However, all of those factors are manageable. The economic macro and micro pictures and economies of scale that effect the semiconductor market specifically, and the technology and all additional user markets, is/are far more important. I really think our "perfect storm" is upon us. Which will give one less major worry to those that pilot the POET star ship.

http://www.bnn.ca/News/2015/6/18/Nasdaq-breaks-record-high-set-during-dotcom-boom.aspx

The Nasdaq Composite index surpassed the 15-year all-time high it set during the peak of the dotcom bubble on Thursday as more data showed the U.S. economy was gathering steam.

The index hit 5,137.36, topping the previous high of 5,132.52 it touched on March 10, 2000. The S&P and Dow were at their highest levels since early June.

http://www.trefis.com/stock/amat/articles/297371/how-semiconductor-business-can-significantly-impact-applied-materials-valuation/2015-06-18

Applied remains gloomy regarding therisks it is exposed to as a result of ongoing changes specific to the semiconductor industry and competition created by small and highly specialized players. Nevertheless, the company believes that its unique position in precision materials engineering will help it outgrow the industry in the future. Applied spends more than $1 billion in R&D, which gives the company an edge over small-funded enterprises

http://www.fool.com/investing/general/2015/06/15/ma-in-the-semiconductor-industry-will-qualcomm-be.aspx

Qualcomm needs a boost

Qualcomm is struggling in its core business, which could prompt management to make a strategic acquisition. The company recently notably lost what it refers to as a key customer; many analysts have surmised the customer is Samsung and the product was the Galaxy S6. Because of this, Qualcomm is likely to struggle in the current quarter, and it also reduced its outlook for the full year. Management has projected that revenue will decline by 9%-21% year over year in the current quarter and by as much as 6% for the full fiscal year.

http://www.engr.wisc.edu/news/archive/2015/Apr13a.html

In March 2013, the company's semiconductor laser fabrication wing and technology were sold to Compound Photonics, a Phoenix firm that makes components for solid-state projectors. Compound Photonics credits the technology it bought from Alfalight as key to a hot new product: a high-definition, efficient projector that could convert a smartphone into a miniature movie projector.

http://www.compoundsemiconductor.net/article/97290-poet-appoints-two-new-board-directors.html

Venkatesan commented: "I am very pleased to see Mohan join our board. He brings a new dimension to the board with his unique GaAs foundry experience serving commercial and defence markets for high-powered laser diode solutions. He is the latest addition to our world-class technical team on the Board of Directors that we have assembled over the past 6 months. We look forward to working with Mohan and the board as we continue the drive from ‘lab-to-fab’ as part of our monetisation strategy"