Assuming one or more of the TIR1 players are in advanced developenment of a project with POET, and let us further accept that all this will happen under strict NDA behind heavy curtains so that public will be informed once all is done and a product is ready to sell in mass:
How could all this be managed. Ramping up a mass production, managed not by the TIR1, neiher by POET.
So please think, keeping TB and the TRAB in mind, - and then possibly stop further discussions and dot connections, as this could disturb such a project significantly.