Seems the distribution side of the POET VCSEL transceiver is already covered and won't cause any problems.

30:27 – Question: Another question along the same lines: What do you see as being the biggest challenge for adoption of POET AOCs? What do you see as the biggest challenge for broad market adoption of the POET process?

30:40 – Answer: Of course the biggest challenge for POET at this point in it’s evolution is demonstrating the technology capabilities and mitigating technology risks. I mean, I think making progress in a startup company is all about mitigating risks, and for the most part there are three fundamental risk elements that any company faces. There’s financial risks, there’s market risks, and then there’s of course technology risks. So over the past four, five, six months, we believe that at POET, we’ve well mitigated the first two risks. So, one is the strength of our balance sheet and the second is from the significant vetting we’ve already done with key players in the market. That has allowed us to really mitigate, if you will, the financial risk and the market risk. So, today the risk of market adoption is driven more by the actual implementation of the base technology itself, demonstrating the proof points necessary over the next couple of quarters. Of course the fact that we’ve already demonstrated functional VCSELs, detectors, transistors, in the UConn labs has already mitigated some of these risks, but demonstrating commercially relevant devices in a high-volume manufacturing environment is really our next hurdle to jump.