Licensing, this is my guess

Remember what Suresh said about revenues :

A mix of NRE / licencing / product sales / Royalties

Therefore, give acces to PET to use your IP via a licensing agreement attached to a specific market, i.e. gesture recognition.

PET bring the licence agreement to the table and find a suitable player that already participate in the agreed market

Than they launch a new product based on POET's IP

Man, you cannot hold all of the puppies leash, someone as to help you

This is pure speculation from me