I looked up their direct competition. Finisar is a 2.4 billion market cap company. The big dog though, at 34+ billion market cap, is AVAGO technologies. If we were told that a multi-billion dollar company wanted the 40nm target reached, I would suggest that a broader market could be reached with AVAGO. If Finisar is coming out with a speed doubling technology, that to me does not sound like POET or PET. To me, if everyone is waiting for the ring oscillator and VCSEL to be proven, the main partner will not be presenting a new product at twice the present speed right now. It will leap frog that and most likely be announced in 6 months or more. http://finance.yahoo.com/q/co?s=FNSR+Competitors .sincerely Derekwpg