After listening to the CC again today, there is so much positive in it (including the balance sheet which is of significance), although as mentioned not so much for anyone looking to exit short term with large gains. I am trying to anticipate what the SP will do over the next few months. The bashers will harp on delays, dead money until well into 2016 etc., but I don't think so. They will run out of gas.

I anticipate a rebound tomorrow and/or into next week. I say this because I really do not think that most people get it, it would be way over their heads unless following this in detail for a long time. I think word will spread quickly, and what people will get is "we make what's on a wafer up to 10 times more energy efficient, 10 times cheaper and more than 10 times smaller". If I had never heard of POET, and saw that, it would certainly get my attention (imagine people that actually have much more knowledge of the semiconductor industry).

I also anticipate some surprises before the granular update in Q1. For example, Suresh states (at 28:38 of the CC - bold is mine) "next update will have more granularity, between now and then, you will see more proof points from us." Also, at 30:55 min of the CC, Suresh states "more material development in the public domain".

Point being, just because the next "granular update" is scheduled for early next year, this does not mean that the SP is dead until then, and that there will be no news releases, etc. The SP is so low right now, IMO, it will not take much to get it significantly higher (not to be confused with a 10 or 100 bagger, that is later).

As for perspective, today was not a great day (obviously), however, on a positive note, we did not sell off down 30% on 10 million shares or something like that. I would currently describe the POET investor sentiment (for many, not all) as confused or just a lack of understanding.

Good luck!!