POET in summary is a disruptive technology and is in the final stages of being demonstrated as an adaptable and scalable technology, whilst being validated by BAE and others. So we know that the technology works. In a matter of months the world's first POET based monolithically integrated chip will be heralded as a technological breakthrough. Keep in mind each of the milestone's leading up to milestone #9 are all and each incredible achievements. My perspective on POET and monetization is simple. Once the major players in the chip industry digest the whitepapers and have had the opportunity to inspect, test and most likely independently validate / test POET, the current dynamics will change significantly. POET Tech. Inc only needs one or more Chip companies to engage POET as the future of chip technology and shareholders will reap huge upside.
Personally, due to the truly disruptive nature of POET and the massive spectrum of product applications it could be applied to, makes me confident there will be several interest suitors / acquirer's which should result in a bidding war; and this would be the best outcome for shareholder value. There are several ways monetization could take effect; an early adopter who just buys the company outright, joint ventures, a licensing deal with a major player with a period of exclusivity coupled with cash injection which would then lead to a buyout later in the future, multiple licensing deals in one or more verticals ..... the list would go on and on.
We just need to sit back and let the POET Tech. Inc. Monetization Team work through this complex process and let the results unfold. The fact that POET Tech. Inc. has successfully attracted several industry specialists who have all completed their own DD and are on board should give us all confidence that we truly do have a technology that is extremely special. That sends a message to me that we should make a great return on our investment in POET stock; moreover the question in my mind is how much and when. To that note I consider what was outlined in the Corporate Presentation 2013: www.odisinc.com
Currently the milestones are ahead of schedule, whitepaper's in circulation under NDA's and the Monetization Team forging ahead with their mandate. It doesn't really matter if this comes to fruition this year or early next year, however the coming months should reveal an incredible outcome. Enjoy the summer and let the POET Tech. Inc. decision makers do their job, as I expect and trust they will do it well.
