POET Technologies Inc.

Dr. Taylor and his team would be stretched very very thin trying to get two foundaries running, so BAE is great news. Switching to another foundary would probably set POET back several months, so it doesnt make any sense.

BAE isn't a charity and wouldn't take this job on unless there is significant upside for them.

In my mind, this (indirectly) validates the technology and reduces my risk going forward.

Cheers