It is weird to listen to these guys as it makes me wonder if they have given POET's products a good look. Maybe they are just laying the groundwork out for what they need to see from POET and it partnered vendors. Also, creating cover for the conversation about why they haven't solved this already, and why they need to write big PO's to newcomers like POET. The Foxconn, Mitsubishi, and Luxshare scale parnterships will answer these misgivings.

This is why it takes so damn long to get relevevant purchases in this sector. Very high tech, very careful players, who have seen a lot of difficult technical problems and solutions. 

POET's road map to higher and higher speeds also has to paly a big role here. They can adopt todays 800G and have a path all the way to 3.2G and 6.4G.