Breeze to be honest I don't understand how BCD can make that statement. Saying that POET is already preping the market for delays in the TOSA based on this statement? 

we are working on the more complex transmit side of the transceiver and look forward to some announcements on that front later in the year.  We see a very significant opportunity in the Optical Interposer platform applied to a number of application areas and vertical markets.”