I used to be a member of the $70.00 club, then the mathematics kicked in.
You've summarized nicely the 1% potential of semi conductor industry. But what about the Military/defense side of the equation, garnering an equal or greater amount of annual revenue.
Then, come to the honest conculsion that 1% market share is ridiculous given what POET is advancing.
Chuck in how investors will behave when high profile partnerships get announced, featuring exclusive up front payments, with royalties tacked on at the back end.
So, in a nutshell...my membership in the 70 dollar club has expired, and I'm not renewing.