I hope that by fully utilizing POET's light engines and modules, that AMD can put together packages that rivale what NVIDIA is selling. The success of AMD would then drive NVIDIA to consider doing a deal with POET. Maybe they have, indirectly, with Mitsubishi or Foxconn. There is a fog over what is happening in the background with all of this. It is heartening to see public announcements from the major suppliers. We know these, but there is probably more to the picture that is kept quiet, like what is Broadcomm doing and Cisco and NVIDIA? 

We are in semi-stealth on the broader landscape. What we see looks great.