From Baba: " I'm going to go out on a limb now and say management probably knows better than I just what their chances are. :)"
Dear realistic Baba, I fully conquer with this "hunch" of yours and I also believe that the chessboard is well stacked and now positionned to make some realistic advance towards the ultimate move.
The swirl of talents (senior executives) from major company to POET did not happen just like that... POET's management have definitely made some strategic alliances behind the scene.