I call bs, you guys can talk name origins till the cows come home, but the earliest pucks were known to be made of frozen bs, aka, cow dung. Then they went to wood and finally rubber, I'm pretty sure it was after the fluke that was the 1967 NHL season. ; > ) 

On a more serious note, I got clarification from the company today, POET is supplying light sources for CAI’s first generation and it will be a component to the Photonic Fabric.

I was uncertain of this and my suspicions that the Photonic Fabric might not include POET were incorrect. This response relieves concerns I had about the nature of the Photonic Fabric vs, Orion. 

I believe they will provide more color to this in the near future. 

Also, fwiw, Simply Wall Street noted today that POET's price target increased from $8.94 USD to $11 per one analyst. So let's go already.