PP,
In the paragraph below, TM uses the word "scale" in neither the context of wafer size nor transciever speed. The question of scale is can POET scale the production to provide the sheer number of devices.
[10:44] Our second opportunity is 100G. It’s more straightforward in a technical sense but everyone is well established in that market by now. So it will take both the benefit of the interposer which will bring higher margins to module producers and the ability to scale rapidly. I can assure you that we are working on both aspects of these challenges. That is we are showing customers both the features and the benefits of the OI and making arrangements to ensure that we can scale rapidly to meet demand.
rogue