The needs to standardize and support the supply chain for DSP, TIA, simulation tools new photonic devices like high powered continuous wave uncooled lasers.

Just for clarification this is an industry need that includes everyone. The fact that POET lists as a part of the manufacturing goal for electronics "off the shelf" may mean that they have already sourced their immediate supply needs within NA (that is a guess). Again we are talking about an industry need that seems to be affecting everyone if you listen to the whole presentation...it iis  really about the maturity  of  the industry I  think.