Poet Has a Monopoly Here. The industry does not know it yet. You may even be fearful to contemplate such a position, but everything that I have read, and heard makes the future of this company patently clear to me. Poet has already extended its capabilities to handle the multiple functions, and stages of production, but only because of the uniqueness of what they have, and their remarkably tiny company structure. When I speak of uniqueness, I am referring to uniqueness quantification because there is only one Poet where semiconductor mathematics, and logic combine to create their sole position (and in some case a "pole position"). So how will Poet increase its own abilitiy to manage, and control outcomes? I surmise lateral integration. There's more than one way to build a monopoly, but Poet will have two paths, the second one being the acqusition, and merging of supply chains, etc. This will not be a matter of decreasing competition by absorbing competitors because there are none, but rather, allowing Poet to maintain more control, and extend its particular expertise as they venture into manufacturing. A unique solution, and improvement across the semiconductor board, and an uncanny timing, bar none. I can envision an average per share valuation of $35 per vertical, with all financial market variables also being considered. I do not make this statement frivolously.
