Jackthebear: If the Vcsel ramp up is Poet related it stands to reason that the optimization of the Vcsel is going well,well enough to cause such activity and investment which also should mean we hear something sooner rather then later.

Not necessarily. VCSELs are standard and not exclusively to POET. The overall demand for VCSELs is growing, so it's no surprise capacities are ramped up. Not every dot connects to POET. But if I heard someone mention "integrated VCSEL transceivers", I'd pay close attention. Our time will come, and #soon.