We know about 10 customers sampled the Alpha (Suresh Q&A), and some more will begin sampling once Beta is available. Not all will convert, but if we can convert 5, each with an initial $10M annual supply agreement in place, that'd be $50M annually to start, with high growth expected for subsequent years as customers phase out their own processes and phase in POET's OIs. This alone should get us to $1B cap.

The wearables, if we can show the market that we can supply in volume (which is what the datacom vertical proves) and is working with someone already having significant market share, the stock will begin to price this vertical in as well. Another $1B cap for POET if we check these 2 boxes in 2022 imo.