Aves99:"We are not replacing cmos but are complimentary?"

While there may be some support for the notion that POET is treading lightly under the watchful eye of the Intels of the world, I think we have the answer right in front of us.

While many things have changed since the publication of the "OPTICAL INTERCONNECTION OF HIGH SPEED CIRCUITS" whitepaper, I continue to believe that POET's first (or at least second) commercial product will make use of the technology described in that document. Under the "Near Term Solution" section of the whitepaper POET states: "POET will implement an optical interface as a single chip to connect CMOS processors". Dr. Taylor has been credited with not only being a brilliant scientist, but also for being a futurist with respect to the needs of the semi industry. No doubt his decision to take POET in the direction of the vertical described in the whitepaper is informed by his knowledge and intuition about where POET would be best received.

Of course in the same document, POET describes the "Longer Term Solution" which has POET replacing CMOS processors entirely "POET implements the processor by replacing all the CMOS gates with CHFET gates. The POET processor will provide its own optical output and also performs the optical receive function so the need for a separate interface chip is no longer required." The document goes on to say that all chips on the board will be interconnected as in the POET processor, so clearly they will need to have the optical capability that POET has and must therefore be POET chips also.

As a final piece of evidence for my beliefs on this, note how Taylor emphasizes that the interconnects *are* the problem facing the chip manufacturing industry in the EC video. This further supports the idea that Taylor is approaching companies in that segment first. Copetti also stated in that presentation that POET is carefully selecting their partners, which means avoiding he really big fish (i.e., Intel - but maybe turning the EC into a mini-Intel roast wasn't such a subtle move :)) and targeting those who can make use of POET without having the free cash to buy us out cheap