Great news. So will this ultimately be supplied out of the Sanan JV to enable the kind of volumes that will be required? Or will the associated optical engines be supplied out of NA?

We may find out more when the Sanan JV definitive deal is announced? Sounds like the pipeline will continue to grow.

Bottom line is that the POET OI platform has a level of flexibility that enables multiple product applications and the companies that they are dealing with know  this.

5G is going to be huge and I think the POET platform will impact that whole supply chain. 

The signing of the SAIC JV definitive agreement with the biggest compound semiconductor supply company in the world is a big step and the distribution of finished products is going to be global.   

I expect to see many more agreements and each one will in my opinion allow POET the leverage to dictate terms as the lowest cost producer with a platform that is multi-generational. 

The confidence to own and hold this stock continues to gain momentum and we have the right people who will get this message to serious long term investors and fund managers.