I think it was an easy choice for Sanan to make. The benefits of POET's Optical Interposer were very easy for Sanan to recognize and understand, allowing POET to sign a deal which amounts to a free ride. And these are new products for Sanan thus, no baggage. 

So why is it taking so long for other major companies within this industry whether module makers, integrators or end users to commit to POET's Optical Interposer? Major companies are risk averse, they have established ways of doing things. They have an established supply chain that they are invested in. If everyone is using the same or similar approaches then they are competing in an established  market where the only real advantage is who can live with lower margins. The devil you know.

Suresh and his whole team have done a masterful job at helping us understand what the POET Optical Interposer is and the benefits it provides. Some might call it hype the way  the advantages are presented but it's not. Customers view it the same way we do here. They are totally impressed and they are well aware of the step change in both performance and costs that it offers to industry. But industry, especially major companies rarely do step changes, they transition slowly and methodically. 

This is really where the genius of Team POET comes into play. Sanan is a major vehicle for POET to represent the viability of the platform. It will provide the proof that risk averse major industry players need to quickly accept a step change in performance and cost.

POET's platform is being viewed by industry heavyweights. But it takes time to move a mountain. POET is getting there and that is why they must be established on the NASDAQ as soon as possible  because "Smart Money" needs access to this stock. 

IMO