I believe that POET will advance well into their addressable markets one customer at a time and that they will get all the help they need. Why? Datacenters are desparate to keep pace with the huge growth in transporting information globally at a reduced cost. Current technologies have run their course and what POET offers is improved speed economically. When you can help global companies bottom line, then you will get rewarded big time. POET is entering that space now. So conservatively, POET will move forward one customer at a time, but remember to consider the kinds of customers that POET can reach through their 3-13 main customers. Orders can quickly add up. That is why Suresh positioned POET the way he did back in 2015 with those two acquisitions. 

Monolithic