Disco68: I was wondering about what Rainer posted, indicating that Poet is now going to manufacture the AOC and other products.

Oh, sorry, I have to apologize for being too lax in my wording. What I meant by "manufacture ourselves" is "manufacture (or have manufactured) on our own behalf and to sell it as our own product", as opposed to "licensing out the IP to a licensee who would then manufacture products on their own behalf and sell them as their own products".

The AOC will be our own exclusive, differentiated product. POET will have, if you will, "an exclusive license with itself for this vertical market". This doesn't preclude to have it manufactured outside of the DenseLight fab. At least this is my understanding.