Please read the transscript again.
The statement about the acceleration of time to market by Denselight was a general statement. I see this not at all related to the process in progress - detector, VCSEL, optical engine and AOC, as these projects started already last year and seem to be fully inside their timeframe.
These 18 month of time saving will apply to new products and processes they now can start, e.g. the long distance network chips they can now develop with the IP of BB and DL. Here they can save significant time with own prototyping, testing and production.
Somehow, it seems some people are projecting all possible negative aspects on the information we received recently. Possibly they do this just to explain the SP, but this is also causing the SP decline. So somehow it seems the past philosophy of POET was better, curtains, cloak, smoke to limit info and keeping the shareholder dump: Some shareholders seem always to misinterpret info with a favor for neative confusion (see positive EBIT in 2018, which in my eyes is gorgeous for a growth company!!!)
But - well, this is nothing new and not specific to the poet board. Sadly, the daytraders know very well. And I can once again add some shares to my piggy bank.