I've been following Infinera for quite some time..
They are leaders in their field and invest quite a bit more in R&D compared to their peers, they work primarily with InP mediums and they are in a totally different market vs. the market POET is trying to enter, personally I don't see the connection here.
The links from google I've posted represents a decent summary.
If you want to know more I'd suggest:
http://www.siliconinvestor.com/subject.aspx?subjectid=57149