Yes, VanVillain, a market capitalization of 5 billion dollars is very, very, very conservative indeed! Personally I am going for at least 10 billion, i.e. for $50 per fully diluted share. And this is still conservative!
Why? Have a look at Twitter (TWTR)! This company's product is a rather simple software application, and it is based on existing standard technology. Still Twitter's market capitalization is more than $30 billion!
Okay, Twitter has something very valuable POET does not have: a world-wide well-known brand. POET is virtually unknown. Its visibility can only improve by a PDA with a large and well-known partner. The brand "POET" will probably never have the same high profile as "Twitter", but POET has this incredibly exiting technology that will change the world forever – also for the average user who does not even know that his new Twitter device is "Powered by POET". Thus I'd say $10 – $15 billion is not an exaggeration. (Just my 2 ¢.)
Andrea ("Powered by POET")
