What really matters at this point (and POET knows this) is not that common investors (or most investors) understand the metrics (20x and 3x, etc.), but that potential customers/partners understand this. I suspect that they do clearly, and they are starting to say "WOW". This hopefully should translate into some NRE "soon". Sign them up, announce it, and get that SP moving. I have always felt that if only some of the expectations were met, or came close to what was expected, POET would still have a lot of potential. If we keep hearing the phrase "exceeding expectations", then all the better.