They're not a competitor, they make modules. They are a potential customer and I'd love to see the POET engines making their way into next generation devices (800G and beyond).

The presenter also said current volume shipment is 400G, so the industry is at 400G today while POET already offers solution for 800G and beyond. This gives me confidence POET will have enough time to make it into as many module makers' devices as possible before next generation volume deployment in 2024.