Citing Dr. Geoffrey Taylor in GaAs: The logical successor to CMOS (emphasis by me):

Our business model is to license the III/V semiconductor process technology IP to customers and foundry partners to enable designs and produce devices that include analog, digital and optical functions on the same die for a variety of markets including, but not limited to, hand-held smartphones and tablets, PCs, servers, data centres, military and industrial applications.

This is POET's silver bullet (okay, one of them): moving electrons and light around in the same die to achieve a complete analog, digital and optical integration. Nobody else can do that. To quote Taylor again: "Whatever they'll do, they will end up with POET."

This integration will lead to tremendous cost savings, because you can

• replace a bunch of chips by a single one,
• get rid off complicated and cost-intensive interconnects between chips.

Andrea ("Powered by POET")