I would suggest that the market has rarely been a good indicator of actual status of development for POET. The stock traded as high as $3 prior to the Empire club. Certainly the opposite can be true. The share price for POET has always been about sentiment. And the sentiment right now has a big trust issue.
There is no way to qualify what stage they are at with the VCSEL and full integration. At one time news of Applied Materials people installing equipment at DL would have been enough to generate share price interest.
Instead we apparently get pictures of the San Jose office as some sort of indicator?
Trust can be re-established by good communications and share price performance can be re-established by reporting positive results.