Thanks FJ for pointing that out:

POET not only does what was announced at the CC: reach for AR/VR with its GaAs technology.

But furthermore will do R&D in GaN - So they try to transfer the Poet-process inclusive special sauce to other materials as much as I understand.

I know this creates no revenue this year, but I am here to stay for longer. The same applies to management obviously. Good guys.

Holk