Well... Partnered no, highly doubt it.

Competition with FNSR, II-VI, BRCM, CISCO, presently yes, if POET can achieve it's cost model, no..

There are plenty of people making Very-Short AOCs out there, just look at Cisco:

http://www.cisco.com/c/en/us/products/collateral/interfaces-modules/transceiver-modules/data_sheet_c78-660083.html

It's the cost that's an issue here. So when POET says "Blue Ocean" they're referring to a new cost paradigm, not a new product paradigm(yes the integration is a new paradigm but the product category/vertical itself is not). Except if they achieve 500m Single Mode Fiber in 2018 with an integrated VCSEL structure, that's a whole other ball game from what I gather. Also, "Mid-Board Optics" and "On-Board Optics" in 2018-2019, that's the big time.

Remeber guys, POET wants to do Short Reach - Very Short Reach - Mid Board - On Board, it's all in the CP, yes I know they have aquired new material mediums, but that's not where the true money is in the near term, from a risk/reward perspective.