Aiming to become the global leader in chip-scale photonic solutions by deploying Optical Interposer technology to enable the seamless integration of electronics and photonics for a broad range of vertical market applications

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"They" are those who's solutions are not as integrated as POET's and need at least an external laser, e. g. Acacia.

Of course Suresh doesn't know all "their" little secrets, but at least my charts should give a rough estimate of the current situation based on current knowlege.

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