Mono -

I totally agree with your assessment of the "fundamentals" of POET in your post.  I especially like your final statement: " It will take only one significant 'design win' announcement, perhaps in an industry that people already are accustomed to understanding, to get the momentum going. Poet is that close now, I believe. "

If the planets are in conjunction here, a well-crafted NR/PR in the next week or 2 or 3 could ignite the "up and to the right" SP movement that we're all waiting for and that I think was suggested in my original "technicals" post.

Let's hope we're both right!  Soon!

MtnView