Lookingintoit I just read your post on the article by Adam Carter of Oclaro. The last paragraph was particularly interesting and i wonder if Poet can be somehow connected with this approach. They hinted at this before. Carter refers to the optical component companies being partners rather than suppliers and how this approach can "raise all boats"

A Path to Good Heath

Core optics are going to be critical components in the data center and enterprise for decades to come. As a result, it is going to be extremely important for optical component companies to stay ahead of the curve with smart R&D investments and business models that not only deliver the required high speed optical innovations, but long-term, profitable growth. To this end, the entire industry must evolve so the wealth is better allocated across the entire supply chain. This means changing relationships from optical component companies being solely viewed as suppliers to instead being joint partners. By working closely together to create new technologies, scalable operations and profitable business models we can raise all boats. The result will bring to market some of the most revolutionary solutions that deliver the speed, performance and value that data centers of the future need while enabling our industry to thrive and prosper.