There are these whet dreams everybody of us had in the past, and some still have in this desillusioned presence.
But there are also quite realistic expectations. One of mine:

Now that there are (hopfully) some prototypes InP as well as the POET detector) out at customers, possibly POET can draft some revenue guidelines to support the SP. At the last PP-presentation we could see some bubble charts, so possibly they now can show us some figures? And if not them, then possibly some rating agencies which sooner or later should be involved. There must be a reason why we are paying Shelton Group...