Hogan Junior: The NVIDIA exec comment around 19:30 is very relatable at to what I think Poet has been trying to do all along, not just looking for POs. Actually trying to create value to big players, which I believe is only a matter of time until the market finds out how much value that is.
I would add that the prerequisite for POET to create value to big players was to first perfect the capabilities of the Optical Interposer...check. That was a good panel discussion. I need to have another listen but beyond the comments already made here I would add that it was interesting to hear the panel mention how great it would be if they could move beyond CWDM into DWDM territory in co-packaged optics (or something like that). But that would require extreme temperature control (+/-.1 degree). It reminded me that it does not have to be one or the other. POET has achieved very tight spacing in an uncooled environment and one of the goals for increasing data per fiber is to expand the number of CWDM channels. That means narrower spacing which is something well within the capabilities of the POET Optical Interposer without extreme temperature limits.