BlackAdder: So if I am reading these musings correctly, what is being assumed in the initial $4 Bln market, is that we get a 50% share and generate $2 bln in revenue.

Even better. Of this $4 billion short range copper cable replacement market, we get a market share of 100 %. This is the Blue Ocean. There's no competition, so other solution that would replace copper here.

However, POET's partners would like to earn some money, too, e.g. the foundry for producing the chips, marketing and sales, whatever. That's where asssumedly 2 of the 4 billion go.