I expect that universality requires the ability to mix and match off the shelf components. And if we go back in time to when Vivek joined POET along with establishing operations in Allentown that move was expected to ultimately create a hub where both suppliers and customers are located. So if we extend that notion they could be nearing that point in time where a library of devices have been enabled to mix and match customer specific applications. That would be a point in time where POET has achieved universality. Which taken one step further would likely be that point in time where the POET optical interposer becomes the preferred industry platform requiring a licensing model to meet a global demand? And therein lays the dichotomy. POET must present market penetration data based on existing status. Clearly if a licensing model is contemplated as being doable in the next year or year and a half the revenue model would be accelerated. Or maybe just more in line with what they actually believe not the picture that they have to report for regulatory compliance.

From where I sit this is not a stretch. It should be expected based on what we know are the advantages over other existing optical integration efforts. The ability to create a low cost, high performance solution which has the ability to ramp very quickly with existing tools and facilities does not have the limitations that currently face industry who  need a long term solution and a standard.

It is all good and the future continues to unfold in our favour as shareholders.