Tannersfried: Without this tool set their software is useless, and without the software POET is useless.

You hit the bull's eye! Well said!

The same holds true for the "3rd-party foundry".

(By the way, did you notice POET Technologies always writes the term "3rd-party foundry" with apostrophes? Affects me like a twinkle of the eye, as if they want to say: "Look, we can't tell you the name for now, but it isn't really sooo hard to guess who it is, is it?")