Milestone #7; "Optical Thyristor-based Infrared Detector Array Fabrication and Validation (3rd Party Fab)".
- Milestone 7 could have a contract/license attached with the announcement of this Milestone, or thereafter (days, weeks, a month??).
From the Pr June 3rd "Once on-line wafer production begins, (after the repair of the MBE Molecular Beam Epitaxy, which was damaged by Hurricane Sandy), producing wafers for the continuance of the BAE Systems military IR Sensor proof of concept project due for completion later this year will take precedence."

"The POET platform is currently the basis for a number of key projects, including optical code division multiple access (OCDMA) devices for avionics systems, combined RF/optical phased arrays, optoelectronic directional couplers, and ultra-low-power random access memory (RAM)."

- As you can see above there are other key projects that form the basis for a contract/license, which can be announced any day now.

- Just in case there are delay's in the Short Term projections they will then be done in the Mid Term Goals section...

- Contract/License and/or establishing one or more PDA's.
Board of Directors have endorsed the next phases of the Company’s commercialization plan put forward by the Special Strategic Committee (SSC) chaired by Executive Director Peter Copetti. The multi-pronged approach is based on discussions with potential industry partners and advisers regarding the Company’s two key markets consisting of the military and commercial sector that have been identified as potential early adopters of the POET platform. Currently, while POET’s incorporation in military projects is proceeding well, and should provide value in several key verticals, significant value exists in adapting POET for mass production within a commercial semiconductor fab environment. The Company must rapidly move to the next phase of its commercialization plan, which includes addressing feature size and scalability requirements for commercial fabs. The Board has therefore endorsed, and authorized the SSC to proceed on, these recommendations, including:

* Establishing a POET Development Alliance (PDA) – The Company will be establishing relationships with one or more industrial partners looking towards jointly adapting POET to commercial scale III-V implementation. Alliance partners will provide key input including intellectual assets, technical staff, manufacturing capability, and foundry resources. In addition to optimizing device parameters and yields, a near-term goal will be to establish comprehensive design rules and a device parameter library for POET, which will proliferate licensed designs in a POET device ecosystem.

* Drive for Reduction of Feature Size to 100-nm Range (100NM) – The Company will re-prioritize its technical roadmap by introducing specific milestones associated with reducing feature size from the submicronto the 100-nm range in scale, targeting 4Q2013 for that milestone. Consequently, the milestone for full optoelectronic integration on a single die will be re-scheduled to 2Q2014. Even without this full integration milestone, the 100-nm goal anticipates the cadence of commercial III-V foundry capabilities. This roadmap will focus the Company’s ODIS subsidiary on developmental work that will allow for scalable production within existing commercial fabs.

* Adoption of a Shareholder Rights Plan (SRP) – The Company will be structuring a special SRP to protect the potential value of the company, for all shareholders, during the period where discussions with potential partners may be taking place regarding PDA-related agreements, and as progress on the 100NM project continues.

“This move crystallizes the Company’s strategy for unlocking the value of our intellectual property,” said Mr. Copetti. “A development alliance with the right partners will definitely shorten time-to-market, and help evolve a design ecosystem for POET in the marketplace.”

Further SSC actions will be endorsed by the Board depending on the status of the above initiatives. Mr. Copetti added, “While the new feature-size milestone is a challenge given our commitment to projects in our delivery pipeline, I believe the POET team is more than capable of achieving this goal. There is no doubt that POET can demonstrate its n- and p-channel capability to be a viable and scalable complement to silicon CMOS.”

The Company’s proprietary POET platform has demonstrated monolithic fabrication of integrated circuit gallium arsenide (GaAs) based devices containing both electronic and optical elements on a single wafer.

By offering components with the potential for increased speed, density, reliability, and lower costs, POET offers the semiconductor industry the ability to push Moore’s Law to the next cadence level, overcoming current silicon-based bottlenecks, and potentially changing the roadmap for a broad range of applications.

- Completion of Milestone #8 "Demonstration of 100nm or below PET n- and p- channel device and ring oscillator (3rd party lab/line).
It is important to note that this time "(3rd party lab/line)" has been used instead of "(3rd Party Fab)"!!
This clearly indicated that by that time (+-Q4) that at least one PDA has been established, because a third party lab will have to do this validation. And the "line" part indicates that this can be done in mass-production.

- Contracts, Licenses & PDA's can be announced on any given day.
Keep in mind that the stock will be halted, under Canadian law, which also affects the ADR (POETF).
When a contract has $$ amounts attached to it the stock will open again on an adjusted basis, so for (swing) traders it can be dangerous if you sold your position just the day prior to a contract announcement... Just saying.

Mid to Long Term Goals Q1 & Q2 of 2014):

- Q1 2014, MS#9 "Integrated external modulator for Continious Wave Laser Demonstration (POET lab)".

- Q2 2014, MS#10 "Full Integration of Electronical and Optical Devices on Single Die (3rd Party Fab).

- Again, Contracts, Licenses & PDA's can be announced on any given day. And as we near the completion of the revolutionary POET Platform it can also be that a (hostile) buyout is offered. Although this total buyout can also come prior to the completion of POET. One just has to take a very promising pharmaceutical company with several products in development as example, that is bought out prior to completion of its pipeline products. This can happen to POET Technologies Inc. as well. (See Monetization Options below.)

Monetization Paths:

Several Options to Monetize POET:
• POET is a research company, not a product company.
• POET/PET are ready to enter the commercialization process.
• No single company is currently active in all market areas where POET provides a best-inclass value proposition; syndicate needed to extract full value from technology platform.

Single Acquirer:
• This path would involve selling POET to a single (by definition large) 3rd party.
• Technology access/investment would likely be syndicated by acquirer.
• Relatively small number of viable candidates.

Multiple Acquirers:
• This path would involve selling POET to a syndicate (likely structured as a joint venture).
• Ideal syndicate would include members with market presence in all key areas related to POET commercialization.
Licensing:
• Certain specialized market segments might be best addressed by licensing all or part of the POET/PET technology to one or more 3rd parties for use in a given market.
• Can be complex with difficult-to-foresee implications for other activities.

* The Company is seeking to monetize the revolutionary POET platform as described above. In case its sold for $1 Billion this would equate to $5/share with Fully Diluted shares of 200 Million. (In Part 3 of the POET Presentation they expect to see +- $1 Billion).

Please read all the available information in this very extensive DD Collection:
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=91692488

POET Technologies Inc. complete Trade Information:
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=91623238

POETF on OTC Markets:
http://www.otcmarkets.com/stock/POETF/company-info

Homepage:
http://www.poet-technologies.com/