Thanks FJ, that helps a lot.

why is it an important consideration at this point in time?

In considering the different materials vying for the data center transceiver market, I am trying to understand what segment of the market each material might be able to capture. One way to look at is with respect to VSR, SR and metro segments. Another way is to look at time segments, short term (1-3 years), mid term (3-6 years) and long term (6+ years). So my question is aimed at understanding if POET's potential short term success might be expected to continue through mid term and even long term. Are there any aspects of POET's technology that would fundamentally limit it?