It is interesting to note that 95% of US supply of optical transceivers are sourced from China.  Cheap labor was required to build modules that required time consuming manual alignment and assembly of optical components. Clearly POET by virtue of the fact that the optical engines are produced from start to finish in an automated process at high volume wafer scale means that POET's optical engines can be built anywhere that infrastructure exists.

We have been told that SPX is primarily a means to an end. Proof that POET’s optical engines have the commercial advantages to become the way optical integration will be achieved. We have talked in the past about POET licensing the technology, maybe that is still being considered?

Recognition by industry is happening and the investment community will follow.