Of course, margins on 100G will shrink and eventually volume would be needed to maintain profitability. But here is where it is different for POET. While others will struggle when that time comes, POET will probably have the best margin as they are likely to have the lowest cost.

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If POET has such a drastically lower cost, what would even motivate buyers of competing, but higher-cost solutions? How could it even be possible that POET would NOT entirely own the space?