Expect POET to strike more deals with companies that don't have an existing presence in the transceiver market, especially in higher speeds. These are the companies without the legacy supply chain holding them back from adoption of new technology.

These companies will enjoy the extra profits from selling these transceivers with minimal capital expenditure.

On the other hand, legacy transceiver makers have spent hundreds of millions to build and maintain their existing supply chain. To adopt POET means to write down all that investment, a very tough pill.