pretty clear in the SEC 20F how BAE is positioned. they share benefit in the POET IP that's jointly developed, so it's not unrealistic to expect they'd come out swinging pretty hard if defense of the patents was needed.

(note to those who are going to ask about BAE's positioning, go read the 20F, think about it for a day or three, then ask -- if you still really need to.)

remember also, one of the intrinsic, often-overlooked benefits of GaAs as a material. silicon is a dead-end anymore not only for power/performance, but also for things that need to be hardened against radiation (think space, but also vs. EMP bombs). sure, you can wrap silicon in lead shield, but that's not very practical. comparatively, GaAs is immune from the get-go.

R.