Interesting overview, kooter!
So this is now the first real competitor for POET in this not so blue sea: http://www.qeosystems.com ?
A startup from University of Illinois Urbana-Champaign, headquarter in Malaysia.
It seems their BoD is playing in a lower class, but on the other hand it also seems they have a workable one chip optical GaAs-transceiver prototype + revenues from existing products.
Good to know, and I am sure the people from POET know about it.