Foxconn deals with orders in the millions and billions. It will take the analysts, YouTubers and the rest a few days to recognize what just happened. 

POET was always going to contract out or JV the module making, while supplying the chips that are contracted out as well. We could not have gotten a better company than Foxconn. I think the world isn't grasping what just happened, and even we here don't quite get it.

Google and the like don't buy millions of things from small companies that haven't proven that they can crank out that kind of volume. Suresh knows how all this works and has been steering us to this for some time. The $ numbers involved get very large, very fast.