This has the signature of the company setting the stage for a significant JV in the future.
Looks like, at last, a large Mega Cap might being circling to take a slice of the company.
I read this as very positive.
NRE's and EDB sponsorship are coming so I do not believe POET needs cash for the sake of cash. But offering up a slice of the pie for a significant JV is stragetically powerful and exciting.
Now we wait.
ST