There are many boats. One cannot isolate one boat as a reason for casting doubt on POET. As you know, POET is working on many boats for two disruptive platforms and most of their energy and financial resources, for the time being, are in the InP platform (our nearest revenue high growth area). POET is developing into this space at 100G's and is aiming to lead in 400G's. Remember, that is only one boat. Also remember, that they are concentrating on products that customers want and not what they want to shove down their throats - as that would backfire and kill our window of opportunities.

Monolithic