PE...In my opinion, with all this said, the most important collaboration in the next couple years is the Multilane/POET module since that should very clearly provide POET revenue. 

That is just not accurate at all. Multilane in no way is going to expand optical engine production. They have nothing to do with that. If they use Multilane for production it will be for modules not engines.

The good news is that Optical Engine production can be put into place very quickly and at a fraction of the cost of a CMOS fabrication line.