Not sure of the number, BC, but I attribute this recent slide of 20% or so mainly to investors sensing a delay to Beta samples being ready for those that will be our customers. There's been speculation of delay for some time here, with steadfast denial by many respected posters. 

But after listening to Tom's latest presentation three times, the last five to 10 minutes were pretty unequivocal about expecting a delay of about three months. Of course the first 20 to 30 minutes of the presentation were very bullish regarding the tech.

In the last 15 or so years, the "what can you do for me within a month" crowd has dominated the entire market, especially the last 7 years or so. I believe some Poet investors were savvy enough to sell recently with the idea of repurchasing cheaper.

Hard to know when a reversal will take place.  But I see the anticipated delay as the most likely culprit.