Steve, thank you for your post.
It's comforting to know that a person with your financial experience has invested so heavily in POET. So have I, though I don't have your investment experience nor the technical expertise in this field that some (like FJ) have.
I placed a big bet on POET because I've recognized the value of the relationships POET execs have in the industry and the business partnerships they've established. I also like the GTM model - licensing and providing engines to large players in the market who sell to the largest companies and hyper scalers. This is a low cost model, as POET will not have the to need to build out a large sales and marketing organization like the B to C companies must do. (BTW - for this reason I've never believed that POET is going to pursue selling their own modules. Not in a big way. They're going to rely on the FITs of the world to sell their tech)
Here's to going BIG!
(Not saying I wasn't nervous though.. LOL!)
(Not nervous now)