Correct. How the heck could POET start from fresh with Accelink and Almae on commercial prototypes. POET most likely completed in their labs the engineered prototypes as you have finely explained fairchildisback. Now Accelink and Almae interface their product designs to POET's Interposer creating new Accelink and Almae product platforms. So there is no time slip as some would like to believe. Yes, there were timeslips in the past but that is not really the case anymore. People may have felt burned before with respect to the GaAs design, but that has changed in the Inp Interposer progress but some just refuse to believe that.
Basically, POET is advancing well with their InP platform and by some of the more positive posts today, I think more people are getting it now. I know I am. I used to worry about my POET shares, but now I just feel that I am in the right place at the right time now. POET used to be guarded about company names they were dealing with. But with the presentation the previous day, they showed a list of companies and said they were in various stages of talks with 13 companies. So they are still preserving confidentiality, but it gets intriguing now what Suresh meant when he was humbled. Just imagine if the humbling grows. How big will the list of actual customers, co-development partners be then? POET is in a better place now and in turn so are we, I believe.
Monolithic