In the transcript, at 35:26, talking about partnership, Peter Copetti said "we don't need them to write a big cheque. What we really want them to do is invest 30 or 40 engineers of their time. We need them to invest some of their know-how to partner with our engineers in order to take an end-product company and say, "We really want to be here in two years," and get POET to do it. Because after that basically the world would be our oyster. All the other markets that POET has will be substantiated with one commercial deal. We anticipate that commercial deal in fiscal 2015."

I have been puzzling over this for some time, wondering what he meant when he said "we really want to be here in two years". But Peter is obviously looking past the initial and first monetary deal, indicating that there are bigger and better things to come later, but through innovation and development, which will take some time. That said, the last sentence is indeed profoundly captivating.