It is very difficult for me not to be extremely bullish on what has transpired. The bottom line here is that POET (and I believe a very large customer) have found a way to enter the massive Chinese market with well-connected Chinese technology based investors who have created a new company to bring the optical interposer technology to China.
Seems to be a very creative approach for the technology giants to gain access to the OI which otherwise could be blocked by political interference.
If people here had an opportunity to talk with management on just what this technology offers I think everyone would feel the same way I do.
This technology offers an unparalleled solution for optical integration.