Leb, I think it would be good for POET to come out with some details about capacity. The capacity that exists with DL, SilTerra, Almae and existing contract manufacturing in Pacific Asia.
How they intend to establish large capacity in North America at least in general terms. One can anticipate the demand as being very significant as the market is clearly very large and expected to grow dramatically both within the data center space and beyond. Unlike other new technologies the capacity needed from an industry standpoint (as I uunderstand it) exists today and will likely be expanded as companies shift resources away existing conventional transceivers in favour of the POET platform.
Looking good my friends.