The whole value proposition with POET is all about doing more with less. Cost savings and energy efficiency becomes a must for suppliers in a world where more is done on-line than ever before. Personally I think future financings will be associated with companies who need what POET is offering and will pay up to be part of an efficient ecosystem that can be expanded across many devices at POET's pleasure. Capacity needs are becoming more acute as smart systems evolve.

That being said, if we look at the very long term value of 100G/200G and the need to reduce energy demands it  tells us that huge growth can be projected in POET's ecosystem. 

Be there or be square.