Remember SilTerra. They had equipment ordered and plans set long before we knew anything about it. 

Check out who Suresh has been hanging out with at SSIA and the conference call details from Dec that looks like it went over most of our heads.

They appear to be dealing with the people who are leaders in silicon photonics because POET has a solution that has not been talked about before. The missing ingredient to integrate a light source into silicon at wafer level, at low loss and at low cost.