FJ said:
The question then becomes…Who is buying DenseLight and is this the end game for them or just the beginning. In other words is it a first step toward the purchase of POET. Let’s not go there for now as I think we have enough to consider.
Whilst I have no experience in this level of inter company ploys. I think now that it is best to assume that this is a friendly act, I had my doubts for a while there. What we are looking at is acts of mutual benefit.
How can a puny start up like POET enter the world of burgeoning optoelectronics and survive as an entity that on the face of it has insufficient capital to make the impact it desires. The tactics are to make friends and alliances that will facilitate this, so who are those who can. Who are our friends, on the face of it I would say Global Foundries. A private company who has no obligation to tell share holders, as there aren’t any, that this is their plan, a public company would be obliged to inform shareholders of material changes, we are not aware of any such report. Perhaps India is a candidate, given the clear connections that the company has and the unplanned exposures the sleuths of this board unveiled.
Military planning would at this point ask so what? This company wants to be a leader and it has an unrivalled technical advantage that needs to be exploited. For me BB’s IP is the means to the end that Geoff Taylor’s invention of monolithic optomelctonics will surpass.
My conclusion is that we may well be back on course to implement that vision. We may well yet be riding elephants down the strand.
RVH COME HOME!
SULA