It seems like a good fit to put LWLG's high perfomance "Polymer Photonics" modulators in line with POET's GaAs VSCEL lasers but there is no evidence that I can find that would connect those dots. It may be something that these companies grow into at a later date but for now it appears to me that they are pointing their technologies towards different applications. If POET commands a piece of the VSR data center links and LWLG establishes market share in the metro links, maybe they'll meet in the middle some day.