POET has already made the shareholders aware that with all of the bells and whistles that are added onto their device, there's not enough profit margin for the module-makers, ie, too expensive, which is one additional reason that we are moving into manufacturing our own.  POET's devices actually represent a tremendous value to the end user, but not to the module-makers out there who step into the role of the middle man who would mark-up their price to the end user and negate all of the value that POET is offering.

Rhetorical:

Does Patel possess a deep understanding of POET's fabrication process and is he comparing "like" devices?