With these advantages, it would be logical to become a module maker, via JV, and use the pricing and technical advantages of the POET OI, the most critical part of the module, to capture market share in a big way via pricing, energy savings, performance quality advantages and a technological path toward higher bandwidth modules that respect the customers sunk costs in other portions of the datacenter racks. 

Win on price.

Win on performance (energy savings, speed, reliability).

Win on the future path. 

This could create a huge percentage of market share for POET and its JV module partner.