If CAI IPOs, they will release their projections. Remember, everything they're selling has 4 POET engines inside. Lisa projects $800M in sales from the Starlight for every million chip CAI ships.
$2B in market cap for POET today if CAI can reach that sales figure in 3 years.
Sometime this year I hope to see Poet associated with less ifs, mights, coulds and more wills, confirmed, delivered.