100G is not a milestone miss!!! The slide showed POET is entering at the 2nd level of 100G and the first level of 400G. A few years ago, POET showed in its graphic presentation that they will entering a rapidly growing 100G market (somewhere in the middle of the pack- approximately). They showed they would lead in the 400G.
Recent NRs have showed that POET is acceleratiing into the 400G. So what has really changed? POET is readying for the 400G markets sooner rather than later.
Monolithic