I would call you something, but it would not be devil's advocate.
Had you paid attention you might have noticed the statement "one stop shop", (something ww3 would appreciate).....the meaning of which was that POET was going to become all things to all customers in the photonics industry. They now have all of those components in place and must integrate the companies, but we have the pieces now to do both long and short reach photonics, using the variety of materials and substrates necessary.
At no point was pivoting away from POET mentioned, discussed or contemplated.
Come on, you must have something better than that...?