@ Green Disease: Totally agreed.
Let me add one thought:
Is there a market-ready product anyway? Maybe already, maybe soon.
A lot of different products are thinkable and possible customers are widespread. Thats positively relevant to me, as well as it needs clarification. Line of development will be long-term, as semiconducter business is. We are not talking about seasonal goods. Poet is not able to supply apple or one of the other big players by now. These companies don´t rush in only because technology sounds pretty cool. They won´t bugs allow to occur, they need reliable functionality - this has to be proved first. I don´t expect business to explode, but to grow and grow and grow.
My only concern ist this little company to persist in this big business. Thats why your point is very important: great leadership team. Their experience ist Poets biggest advantage.
All things considered I hope the next two weeks and the CC will spread some good news, but I expect the future to be much brighter than that. SP will depict it.
The Holk