I'm re-reading the Town Hall transcript and my question is regarding what Denselight + BB IP could eventually add to the table (on top of what they already add):

About Denselight:

00:48:44 – [...] There are a lot of companies, Acacia just went IPO with silicon photonics solutions. The good thing about silicon photonics and indium phosphide is every silicon photonics chip requires an indium phosphide laser. It puts us in a really good growth position even from that perspective, because we’re a laser provider. We can provide into the silicon photonics industry while, at the same time, making our own integrated chip to compete for those same pockets. It gives us kind of a foot in both camps, if you will, in terms of integration.

About BB IP:

00:29:42 – The other thing we’re working at, we talked about it in the press release, is a new technology with BB Photonics called athermal. We call it wavelength-stabilized. Basically, most lasers require cooling at the system level, because if you don’t cool it the wavelength drifts as a function of temperature. But if you have IP or technology that allows you to stabilize the wavelength as a function of temperature then you can really lower the system costs, because now you don’t need to provide the cooling solution and now you can space your wavelengths really close to each other, which is what BB Photonics brings into play and there is a lot of interest in that technology from big OEMs in the US as well as in Asia. And indium phosphide photonics integration which we talked about.

Where am I going with this:

The InP laser is a device that I believe Denselight is fairly able to produce or already producing.

The emitted light is than guided via waveguides that could than be enhanced by BB photonics IP (still have to be developed). Waveguides can be GaAs or Silicon based.

Poet's has a best-in-class GaAs-based detector device.

At some point and part of a long-term strategy, could it be also possible that POET would develop another integrated photonic (hybrid platform) for the telco market by mixing/incorporating the IPs from the 3 companies?