1- "SCL needs certain technical solutions that POET Technologies (and only POET Technologies) can deliver."

Apparently Indian Government doesn't  think like you. If they had seen Poet as the only provider  for their requirement, then they would negotiate with Poet directly without developing and publishing the RFP. This is  formal and legal way  when there is only one provider meets the required conditions.

I am in no way versed in Indian law, but at least here in the European Union, where I live, if you are a public authority, you are required to tender EU-wide virtually all contracts that are exceeding certain thresholds. There are certain exceptions, one of them being "contracts that - for technical reasons or because of exclusive rights - can only be carried out by one particular company". The latter might apply to POET Technologies, and I believe such a tender could be a good and invulnerable way to "officially" find out or confirm that. That would leave SCL on the safe side.


2-"POET Technologies needs a strategic partner (read: money) to complete the remaining parts of their GaAs platform".

The keyword here is "reminding parts". That means Poet still  is not in a position to be a seller of the technology.

They first have to prove it practically and in  the mean obtain the patents that still are on the way. Before obtaining other patents, they are not the owner of the technology yet, legally. So it is wise Poet not to participate.

Yes and no. Yes, POET does not have any GaAs components in stock that they could just ship to India. But then again the RFP is about technology transfer, not about trading goods. And I think this is called "RFP" for a reason: request for proposal. RFP means: "Hey, companies, here we have certain requirements, please make proposals how to address them! We'll look at your ideas and then decide with whom of you we'll carry on."

I am comparing POET's GaAs technology with Lego bricks. POET might not have built everything one could potentially build with their 10 or so different types of "Lego bricks", and some constructions (4T thyristor) might be more difficult to implement than others (3T thyristor), but what they have done so far clearly demonstrates that they are mastering the "Lego" GaAs technology and that they are able to assemble their existing "Lego bricks" to construct something useful. One might even be confident that they are able to invent additional types of "Lego bricks", if needed.

SCL might not get 100 % of what they'd like to get straight away, but for sure POET is in an exceptionally good position to deliver way more than anyone else. Some items might be ready immediately, others will have to be delevoped in the course of the project. I believe SCL is fully aware of that. They don't have an "all or nothing" stance.

3-"Okay, now we have ruled out what is highly unlikely. Consequently, the opposite is highly likely, and that is – surprise, surprise –: Oh, they submitted a bid!"

I am not commenting on this, I guess you said that just for laugh.

My wording might be good for a laugh, however, content-wise I am very serious. This is simply logical, isn't it?