It is interesting to think about in light of (no pun intended) the emerging VCSEL array demand.

https://9to5mac.com/2017/12/14/apples-390m-deal-with-finisar-is-advance-orders-not-investment-helps-lock-out-competitors

For me this article highlights the opportunity for POET.  If the Samsungs and Huaweis didn't know they were short on the status quo vcsel, they do now.  All the more reason to take a chance on the development of the POET offering if they want to keep up with Apple.  

From what we know, the money required to get to commercialization is a fraction of what they stand to lose.  IMO

jque