My main impression of the new web site is that POET Technologies Inc has structuraly become rather complex.

Far from expecting the revelation of some long awaited announcement that propels the share price upwards. There is now clearly a need for the management of the company to explain just what it has become on aquireing DenseLight and just how this pivotal aquisition will deliver value to shareholders. Anyone expecting anymore than this from the THM is setting themselves up for disappointment.

The fundemental components of a viable photoelectronic IC company are now in place. As investors we are no longer invested in a tech start up but a structured company that can deliver significant value as an investment.

How this all translates into contracts for products or rights to develop products will remain under NDA for the time being, in my opinion, we first need to know what sort of machine has been constructed to generate value.

A convincing presentation of the feasibility and opportunities to create value will be the energy that will inspire other strategic investors to participate in the great opportunity that POET represents. The value perception of POET in the eyes of such investors has always been the reason why such investors have held back from committing to PTI and the SP will not advance unless perceptions are changed.

The question is can the THM change such perceptions? First impressions fro the Web site are that it is a work in progress. A good performance at the THM Is needed.

May the gods of eloquence and reason bless the presenters of the POET story on the 17th.

Sula