Oz, I don't think being able to create something that none of the big boys were able to, and significantly undercutting their businesses economically, is a mediocre thing.
Yes the SP is not reflecting that just yet, but expectations always move slower than facts.
The fact is POET is already a $1B+ business, being held back by technical factors related to warrants and general unawareness of retail community. SP is a reflection of expectations, not facts, so it will move when POET demonstrates that it can indeed become the central force in optical engines moving forward, starting with contracts/customer announcements.
I believe those things are in the pipeline for Q4.