@poetryinmotion
"I doubt the consumer will get any price benefit from the reduction of production costs to the manufacturer. It will just increase the margins to whoever adopts POET/PET."
I think this is correct for the early adopters. The benefit to those who see the value of POET first, will be the ability to charge full price (or how about a premium!) for a product with superior specs - either low power consumption or vastly improved processing muscle. All the while they can sock away the profit due to lower cost (only for those devices that can save significantly by switching to POET, of course) . When others see what is going on they will be forced to join the revolution. Years down the road, once POET is basically a commodity process as Si is now, manufacturers will have to compete as they do today and margins will shrink back to the current rate. Of course this will come at a time when POET is recognized as the ARMH of chip fab process technology. IMO, of course.
