Sula,
I was thinking the exact same thing. Should Poet step out and triple the amount of engineers they have today? (for me, yes)...preferably they cut a few co-development deals with strategic partners to accelerate the time frame to hardened market ready solutons. (probably in motion)
I am being an armchair quarterback, but for me, the time is NOW to invest heavily in engineers to speed time to market, obtain revenue, rinse, repeat. He who strikes first with a compelling III-V solution for mainstream markets will get first mover advantage and a ton of momentum.
Techgc