Sulasailor: There is clear evidence that whilst PTI is becoming a commercial company to develop the POET VCSEL, the long term aim remains for PTI to become an IP company.

While I agree with your analysis, I'd like to highlight the priorities as stated by Suresh:

15:24 – While we are still refining our revenue model, we believe it will be a combination of product sales and licensing, of organic growth and acquisition, and of direct and indirect sales. You can expect us to focus first on productizing proprietary technology that has the potential to become an industry standard, and secondarily on licensing non-core solutions that can provide a steady stream of ancillary revenue.