When we consider the actual market that POET is attempting to disrupt it would be easy to assign some pretty huge valuations to POET sp but they need to prove that they have the capability to build those products in a realistic time frame. I think that once this takes place you will see those penalties reduced (as one would expect) and higher price targets assigned. At that point we could begin to see more analysts come aboard.
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I don't think I have ever witnessed a company with so much potential and such an incredible patent portfolio subjected to this degree of market stand-offishness. It is almost as if POET is being made the poster child for something...