For all that have access to seeking alpha: There is an interesting piece from E.Schneider, surely one of the contributors worth reading.
High-Speed Interconnect Opportunity (NASDAQ:COHR) | Seeking Alpha
No mention of POET, but a good read nonetheless. He also touched on LWLG after sitting next to Lebby at ECOC. Bottom line: Far from mass production, success indeterminate, stratetig value of $100M (market cap is $1000M or something like that).
Ooompf.