Yeah i read about that Joe last week or so, and I don't see this as a threat to POETF/PTK because they're still working with Silicon chips. Now they're trying to squeeze the last bit of performance out by scaling down to 7 nm (nanometer). Intel tried to scale down to 14 nm & are experiencing difficulties, but even if both firms succeed it is no match for GaAs based chips like POET is. At 200 nm we're already faster, no heat issues + its cheaper to produce. As we speak PTK is now in a transition period after completing the 100 nm project in their lab. The 100 nm project was prerequisite of an unnamed megacap company... but since Mr Manocha ex-CEO of GlobalFoundries joined PTK last week I think this will be one of our production partners. There's even a connection to IBM because GloFo is planning to buy the hardware division of IBM...
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