Etops:
One bird in the mouth is better than 2 birds in the sky.
Correct me if I am wrong!
Although not proven yet, all evidences indicates that Poet's solution for the era aftermath of Moore's law is great and practical.
But the question is: is Poet's solution the only possible and practical solution?
If your answer is no, then you should know there are definitely other companies who are developing their solution.
In fact this is a race which has two wings 1- technical 2- commercial.
And in commercial aspect speed of developing the product is critical.
What will happen to our SP if we hear an announcement of completion of a solution that addresses the problems, even 80% effective compare with Poet's solution.
In the investment market the big players and fall sleep!
That is why we should be realistic and be too dreamy !