Don't foget, while this might be good for Anadigics, it's way better for POET. Anadigics will make money off of POET's VCSEL production but they aren't going to see the same types of benefits as POET will.
If I was investing and things were going well, I'd put more money into the horse, not into the person who cleans his stall or feeds him who will likely see a nice bonus but nothing compared to what the horse with gain,