I think we will be hearing about one or more joint venture agreements in the near future. One in North America and one in Europe. Logic would dictate that they need to have the same abilities to ramp production as what they have in China for Datacom transceiver optical engines.

One area where the new Zack reports gets  high marks is in the description of  what it is that POET has achieved to  make the POET optical  interposer platform the best option available to industry for optical integration.

➢ The Holy Grail in photonics is cost reduction (through efficiencies in process and materials) combined with lower power consumption. Throw in a smaller size, and higher performance, and customers should beat a path to your door. POET believes it can provide all four with its proprietary “optical interposer” based on a novel low-loss material that can allow multiple components to be integrated into a single package entirely at wafer-scale. What this means is that it can eliminate steps in the labor-intensive assembly process currently used when manufacturing optical transceivers. Manual assembly results in higher scrap rates, longer production times, and higher equipment costs. Also, its base material is far better suited to use in the management of light than silicon due to its lower loss and planar architecture, thus allowing lower powered lasers, resulting in lower power consumption and the ability to use less expensive lasers. POET hopes to disrupt the current market for photonics devices and have its Optical Engine platform become the standard in the industry