The potential of the InP business with dl/bb may not have gotten its fair amount of air cover here.  

It is my (somewhat educated) understanding the following are the approx costs for the Inp components vs thier current market selling price: 

1. The cost for POET to produce the InP waveguides (which are to be launched later this year) is well under $1 per waveguide.  The current market selling price is $20.  

2. The projected cost for POET to produce a 100G transceiver is $300 where the existing cost (not selling price) to produce today is $1000.  

Conclusion: There is absolutely no question to the disruptive power POET will cause in Inp markets.    With waveguide samples starting to come off the line soon and 100G tranceiver next on the road map....it is just a matter of time POET becomes a major player in Photonics.  

The economic advantage POET provides is too large to ignore.