ITTR, a very thoughtful and accurate reply to some of the dot connecting presently underway of the board.
The Photonics world is indeed in flux.
Aquisitions, mergers and strategic positioning to best place oneself for the rapid emergence of the post "Moore's Law" universe.
PoET's present position, provided the their platform survives the rigors of real world testing, is unique in it's potential to influence this oncoming interposer tsunami of photonic integration. Once established, and the ever increasing demand for data continues, that will eventually lead to single chip integration and, I suppose, ultimately, a cellulose based platform of neurotechnology for biological integration.
IMO of course