RKLY's issue regarding their datacom vertical and regulators is unfortunate.
POET has began to hedge for this, with an assembling capability being added to POET Singapore, coming online next month. This should help us ramp faster, develop new products faster and go to market faster.
The market will not price this development in, because it is looking for news on contracts and POs with $ attached. That's fine, these other developments improve the business from behind the scene and will be appreciated later.