Thanks Wake.

Very consistent with our understanding.

It should be interesting to see the capacity from Malaysia and whether a NA foundry is in the works. You have to walk before you can run but this tech is a first and I think first come first served. The need is significant and the market is massive.

Great to see the significant additions to the team as well. I guess Vivek’s view of the POET OI benefits over the L-PIC truly represents a game changer.

 High performance, scalable to achieve very high capacity in a smaller foot print at the lowest cost. Who wouldn’t want it as soon as they could get it?