Some of their announcements were exciting.  If the stock price had risen dramatically I don't think we'd have found them inadequate at all.  Don't you imagine management themselves are surprised that there aren't more buyers who understand the implications of the announcements over the last few weeks?  
Well, I've waited this long, so I'll just have to wait longer.  One day Poet's Interposer may well be in my watch and keeping track of my blood sugar - now that would be awesome.

There are so many large markets for Poet to break into, and it's products are that good that only the geopolitical risks concern me.