Bluecollardollar: However I was reading an article today about going from 4 lanes to 10 in the AOC, and was just curious if that was what Poet was targeting.

At least this is something POET could to without very much additional effort. Traditional VCSEL transceivers require an extra laser for each lane, and each laser must be bonded to the chip, incurring cost that is proportional to the number of lasers. With the POET technology, it doesn't matter whether you fabricate 4, 10, or 100 lasers monolithically on your chip.

That's how I understand Suresh when he said the following:

26:58 – Answer: … And really the fourth distinguishing feature again comes about by this integrated capability of the POET platform. Since all the components of the POET platform are in the optical engine integrated, our cost, if you will, tend not to scale linearly with the number of channels, like a typical AOC does. So the cost benefits which we believe are already significant for a single channel, multiplies for multi-channel configurations.