I think this bodes well for increasing overall awareness/promotion of the lll-V materials, and the limits of silicon going forward.
Timing is looking really looking good for POET to be hitting the Main Stage.
I recall FJ mentioning a possible future relationship with Avago, but I don't remember the specifics.
http://www.google.ca/finance?q=avago&hl=en&gl=ca&ei=NGTwVPGTCcPsrgGupoHgAw