Yes Derek, the whole POET solution is way much more than a VCSEL.
Nevertheless, POET's laser is also a very unique device.
I've posted much information about VCSEL following the manufacturing agreement with Anadigics. I think it was important to highlight the fact that datacenter are currently struglling at the optical interconnect stage. Which make me believe that POET could enter this market probably way quicker than other potential market.
Are we going to "disrupt" one market at a time? or swallow the whole the fruit?
Regarding the whole fruit, there is definitely interesting times ahead as most of what I've read is pointing to what they refer as "Photonics Integration"
Howewer, the consensus is that new materials are required to achieve such integration since silicon cannot lase.