"POET needs nothing to scale up…The supply chain is in place to rapidly meet whatever orders come their way."

When you say this FJ, are you inferring that all the equipment is in place, at the fabs, to handle orders of any size?

Sure, the supply chain is in place, but what about manufacturing equipment? Does Denselight and Wavetek have the equipment required?

This has always baffled me as both operations seem somewhat "small" compared to the big fabs that pump out millions of units.

Appreciate your thoughts.