Intel can not offer any paradigm shift for mobile or PC, so they are giving up the fight. (well, they could ask for help in Zanker street, but they are to proud for that.) Can they offer these shifts in other verticals?

What is a blue sea so different from a red sea? Sharks are dangerous, but if they are too big to moove, slow and not fast as light, red can turn into blue (an effect called blue-shift, haha).

In deed the POET IP is right in the middle of these three fast growing verticals Intel identified. So I wonder who will eat their lunch there...

Part one is the playground for our VCSEL transceiver (low hanging fruit), followed (much? later) by POET processors with optical clock, in plane laser for direct on chip and out of chip communication.

Part two - non volatile memory. Loking at the structures of memory chips I can not help feeling that it will be not that complicated to get our first volatile/non volatile RAM chip. Memory will be part of any CMU or IOT chip. Again a blue sea! Is there any competitor with a super fast RAM which can be switched to a static, no energy consuming state? Possibly with optic data connection?
Compared to complex (mobile or server) CPU combining optical, analog and digital such memory chips will be "much more simple" constructs, and I guess these structures are already in the library of Synopsys.

Part three, IOT. Here a lot of different structures and functionalities will be combined, but compared to CPU also here much more simplistic. Low energy, all in one, low price. A blue sea again?

Which strategy do you think PTK will set for part two and three ?