POET Technologies Inc.

The other thing that just occured to me with regards to HP, (and I've seen the references made both here and on the IBK capital release) is that they are a direct competitor to BAE.

I would think that having had a long relationship with BAE, striking a deal with HP would be tantamount to stabbing your best friend in the back. Of course, BAE can afford to make a deal and license some of the military applications, and if they are doddling over that, then I would expect some leveraging, but it still seems far fetched to me.