Sometimes you just need to read things over and over again until is sinks in.
This statement in the MD&A
"We are focused on monetizing the technology in existing and proven high-growth markets where the disruptive technology innovations will provide a relevant and sustained source of competitive differentiation. We will be communicating the vision, objectives and accelerated drive to product realization around the end of September."
We have not talked about the POET HFET for a long time but recall all the discussions about 40nm HFET being the equivalent of 16nm finFET in terms of performance but being significantly cheaper as a result of the reduced development and manufacturing costs. Planar POET design using older foundries versus new equipment and process required for finFET.
I think that work on the POET HFET has probably reached a point in time where it has achieved significant gains but I think they have come to the conclusion that they do not want to match the new silicon poerformance metrics but want to provide something much more disruptive. At 28nm and with optical distribution of the clock the POET processor would outperform new silicon by very large margins.
