Guess they should have extended the financing even if they have other financial solutions pending? Interesting question. But I kind of think the opposite is true. The companies who are relying on POET as their technical solution are likely aware that the financial side is going to be fixed. Or as is the case, companies that are relying on POET's optical interposer for their roadmap have no choice at this moment in time but to continue hanging their hat with POET.

It is not as if anyone else has a technology that can be ready in the time frame they need if at all. 

Here is a twist...consider POET as too small to fail. A small investment in POET for many, unlocks their future.