It seems to me that the low hanging fruit is the silicon/VCSEL combo, or did I read this wrong?

Dr. Deshmukh commented: "I see tremendous potential with POET Technology's innovative approach to combining Si based IC's with III-V materials based optical components on the same chip that could revolutionize the mobility, telecommunications/networking, large data management, and other technology sectors. I am very excited to be part of the team to drive this innovation into the market."

This is how they will take the market, one (big) piece at a time.