I think dots are fine as far as throwing possibilites out there, but as long as they remain hopes or possibilities they are not reflected in the share price. If anything became public about POET and Apple, you can be almost assured that this stock would quickly race up on that hype and probably hold somewhere in a $5 to $10 share price (even on no revenue), but that has yet to happen despite several years of people wishfully trying to Apple-ize POET. For now that notion is valued by the market at zero due to reasons of 'secrecy' or wishful thinking. In one way or another almost any tech company could be making a component or writing a portion of software for Apple, Intel, Microsoft, Oracle, Google or Facebook because we want to believe we hold a junior stock that can do that. The caveat is that the junior company must be ready to make the next leap and while they continually get diluted means they are not ready yet. 

The NRs of late suggest, though, that POET is gaining ground on its direction. Once they find the critical mass to come out of the closet and can do so legally, then we will do very well. In the meantime, my concern remains being diluted out as a minority shareholder, but at the same time even with the current shares outstanding and the potential success for POET as a disruptive company, they may have the ability to more than compensate its shareholders with a tremendous valuation in the marketplace as they commercialize some of those possible dots. We may see a dot becoming a reality, but it takes years to get there and while a company tries to get there it has to survive, as well.

Monolithic