I'm sure someone will post several reasons why POET is in a much better position than MACOM. 

Even with my scintilla of familiarity, what MACOM is doing sure sounds similar to what POET is doing.  Not clear to me who is further along.  Maybe MACOM needs to be buying POET so as to corner the market, or are there about 25 other companies out there on the cusp of this disruptive breakthrough?

I mean, the giveaway is that Oz only got three likes for his post!