I'm by no means an expert.  But Surely these issues have a major knock on affect though?  As the squeeze on demnd increases, it put's pressure on all aspects of manufacturing across the market.  Afterall we are talking about Slicon Photonics and it's the silicon chips where the problem resides. 

The work POET is doing with it's customers, surely relies upon a reliable supply from this market.  It also could be impacting massively on our customers and therefore they have to divert attensions elsewhere as a consequence.  All of which impacts timelines.

To say POET can serenely carry on without any headwind, whilst the market is in panic mode doesn't appear logical to me. So I really don't think it's a smokescreen or BS as you so crudely put it.