Cisco’s strategy is based on development and investments in three key technology areas: silicon, optics and software.

We have spent the past several years investing in whole categories of independent technologies that we believe will converge in the future.
https://newsroom.cisco.com/press-release-content?type=webcontent&articleId=2039386
Some very big names are onboard with this. If a clear connection is eventually made with POET Technologies, our stock will go crazy imo.