You are correct.
It is very possible that the GaAs element of the Fan-Out is the first generation roll-out for POET, with the long term full blown, fully integrated GaAs based solutions to follow.
It is very possible. Suresh has stated before that POET has tremendous potential in hybriding aspects with silicon.
And Tony Blevins has been engaged in the TRAB for just over a year now.
Any way we skin this, it is extremely exciting and as the good Doctor Taylor stated, "All roads will lead to POET".
Tremendously exciting times ahead.
ST