I'm still in the camp of no buyout for POET.
The company has suggested nothing to support this thesis; in fact they have simply said they are not for sale (or words to that effect).
The company is worth far more over the years as a stand alone than it would be in any buyout.
That could be mitigated by the sale being predicated on shares of the acquirer being included, however, we POET shareholders would also acquire all of the liabilities (and assets) of that acquirer as well.
POET currently has very few liabilities, and a lot of blue sky to look at.
Until we hear otherwise, I'm sticking with the (announced) plan.