An acqusition on the radar is always possible for a company management with vision like Poet has. Just imagine if Poet has a certain company already in mind that would be a perfect fit to advance one of the 4 pillars Poet has defined in the photonics space for themselves. If that company has revenue, it would be accretive. Such a company might need Poet in order to accelerate development of its existing product lines to broaden its market share more rapidly. Just speculating, but when Poet acquired BB Photonics, it caught many by surprise ---- and look what happened. The disruptive interposer was invented and now is ready to take Poet to the next level.
Monolithic