CEO of Acacia was on SB this morning. Illustrates the communication issues on the topic of opticals for data centres. Becky asked him to make it simpler and clearer for people. Given the afterhours trading bump he was asked if the market was choppy or sustainable. Said he has new products and is going after India and China (sound familiar). He had the same product qualities as POET (Power, form factor and speed). They have the big 4 guys already so does that mean that POET will have to wait for these guys next revision in their data centres? Timing.... Anyways at $80 for a limited product plan and silicon seems to give us a reference point for where POET price could/should be in a year or so.