It's all part of having experienced these things over many years.  I woud not have thought you could get away with that stuff so easily, but perhaps you can.  

Now some starting to think the Chinese what in to this 5th Tranche - if you start belieiving that, I believe you will be disappointed when the results are announced.

And to the naysayers, this company has failed a few times in the past, but now they actually have some likely savvy people who have signed a deal with them, at a big price in terms of time and cost.  Whether they close or not, certainly remains an issue, but the mere fact we've gotten as far along with them as we have tells you the potential is there for really special things.  Before this, the people that were telling us about the potential were posters and some of the company's management all of whom are not unbiased parties.  

My sense is that at this point, our market cap does not fully represent the potential disounted by the risk. It may be off by a decent factor.  But I remain convinced that the potential is still several months from being realized (that I get from the share price action and the words Poet uses to describe just where the OI is currently in terms of development.

I will be curious to hear what Suresh has to say about the status of the OI, perhaps in a private question or remark after the meeting.  Last year I overheard him say something tp someone talking with him after the Q&A to the effect of "I just which we'd get the thing finally finished" in reference to the OI.  

Apparently, we're not the only one who think POET will get it done and once done, will be a very sucessful product.