http://ibkcapital.com/technology/overview/
Not new, but I thought a concise insight into PT going forward.
" POET is at an inflection point for rapid growth. As part of the fab-light strategy, POET will focus on growing the Optical Interposer business in fast-growth, multi-billion dollar markets driven by internet traffic, datacenter development, 5G networks and the integration of photonics and network switching devices. The total available market POET is pursuing for integrated photonics is estimated to be US$20 billion by 2025. System integrators such as CISCO and Broadcom, and data center providers such as Microsoft, Facebook, Google and Amazon represent about 70% of this total market."
Cheers.