I suspect you'll need another box added soon, as we only know about Epiworks so far as one of their epitaxial wafer suppliers:

"POET reported that it is encouraged by the promising initial results of its wafers sourced from its epitaxial wafer partners "

Also, it's obvious we are way past the prototype stage. You don't sign on to high-volume manufacturing if your prototypes didn't work.

"A previously announced subsisting manufacturing services agreement was limited to prototype demonstration of VCSELs."

To me this is the most significant news release in Poet history. The market is completely clueless. I think even Joel H will start to take notice soon.