YP you can choose to think that way but the reality is if the dielectric optical interposer is as good as Suresh`s presentation at CIOE provides then Intel and everyone else will be using it. Higher performance at lower cost is why 3 majors so far are under active qualification. I mean we have been told they are under NDA and I don`t think they will announce anything until they 1) they a allowed to and 2) until it is something very significant that the market is not going to day trade on. 

Suresh has failed? I think that is one of the dumbest things I have heard on this forum. He has built a company from scratch that has made very enviable moves to enable high volume production with partnerships in what is poised to be an optical transport platform that should dominate the market in one of the biggest growth industries on the planet.

One problem they have is they need more partnerships and more people because there is  a growing line of applications that this technology can disrupt. Think about that when you scratch your head and wonder why they are hiring all these people and why they are engaged with 13 majors as of early Sept.