Aiming to become the global leader in chip-scale photonic solutions by deploying Optical Interposer technology to enable the seamless integration of electronics and photonics for a broad range of vertical market applications

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Do you really think any of the Mega-Caps will stand by and wait for POET to get to "the sweet spot"? I would think they would want to "take out" POET well before that, because as you say, POET's value will be 100's of Billions then........

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