I don't buy that whole Cisco speculation but that's just me. We have Suresh for a reason, I don't think we need Mr. Warrior for his wife, he has more than enough worth on his own.

In my mind, and with all the evidence available they are setting up the company to produce AOCs & Transceivers, I don't see them licensing the tech in those verticals, why would you cut yourself from your own profit?

They'll likely licence other verticals, like what we have with A*Star, I could see automotive(sensing)/military, industrial(lighting) & mobile(gesture recognition) being licensed as they would probably be the best risk/reward for the company without risk of POET growing too fast and collapsing while still capitalizing on all their potential, but that being said I still expect POET to produce and sell to those said licensees(produce the product, have other license their IP with your product)

...

"As Suresh has strategized, get into the cables first and then move in towards the servers. Well towards the servers could be the hardware associated between servers (routers and hubs) where Cisco dominates."

"move in towards the servers", means into the servers. Mid-Board and On-Board Optics, literally in the server, at the chip level. Suresh stated this was their goal many times..

Remember when Subhash came on board? From day 1:

"Dr. Deshmukh commented: “I see tremendous potential with POET Technology’s innovative approach to combining Si based IC’s with III-V materials based optical components on the same chip that could revolutionize the mobility, telecommunications/networking, large data management, and other technology sectors. I am very excited to be part of the team to drive this innovation into the market”."

...

"Cisco's big dollars are in its routers and I think firewall (security) revenue streams. Cabling, though, is a big business for smaller fry, so augmenting cables, as POET said they would do, is a start."
-Gliver

"While there is no doubt that the Chinese government has been sponsoring cyber-hacking throughout the world, on balance, the relatively low risk of much greater threats to national security resulting from what would be for sure carefully inspected optical gear, is outweighed by the growth potential for the US economy in general. Allies of the US that obtain intelligence from us are certainly using networking equipment from Huawei and ZTE, and we are not aware of one public report of a breach resulting from such gear."

-http://fibereality.com/blog/let-huawei-and-zte-in-us-optical-market/

...


As for the long haul and "other materials" IP we acquired from Denselight & BB Photonics, I'm sure we'll see those in the future(2019/2020?) but nothing "soon" in my mind, what they are trying to achieve at the moment is quite monumental to say the least, it requires lots of manpower, time and effort, the roadmap they presently lay out in the C.O. is quite concise.

Hopefully by that time the long-haul market will have another up-cycle. For the time being that market is pretty much tapped by INFN and reached saturation to the point where speeds are more than enough until 2018, everything else has to catch up now, like very short reach, short reach & Metro..

Many experts even say 100Gs will do for quite some time and 200-400G is a joke in the Metro market as a whole at the moment realistically:

http://fibereality.com/blog/more-400g-insanity-at-ecoc/

http://www.lightreading.com/data-center/data-center-infrastructure/google-give-us-better-interconnect-now/d/d-id/722053


I'd suggest this reading material, in this specific order, it goes from a realist perspective(FibreReality) to a corporate-optimistism perspective (LightReading)

http://fibereality.com/blog/optics-elephant-in-room-global-economy/

http://fibereality.com/blog/100g-transceivers-below-3gig-by-2017/

http://www.lightreading.com/components/optical-components/40g-dead-in-transport-networks/d/d-id/723323