With Gary mentioning Partner in his write-up, I wonder if Poet and Anadigics will be sharing any revenue from the Vcsels, instead of recieving any payments for producing them from Poet. Any thoughts on this?
ANADIGICS had already been moving in this direction, seeing market demand for VCSELs as a way to load the fab. In August, they secured the role as VCSEL manufacturing partner for POET Technologies. POET is commercializing a planar opto-electronic technology (POET) to monolithically integrate electronic and optical circuits. We'll have to see if the relationship with POET survives the GaAs Labs acquisition or if MACOM is too much of a competitor.