With the shelving of the VCSEL and by association, the AOC, the Revenue Projection Potential discussed in the June investor's meeting as shown on the bar graph of the PDF document on page 23 - $250 m+ is now inaccurate, as revenue from the AOC was included in the 5 year projection. 

The potential revenue by 2021, from InP is $175 m.   Which is now the only figure we can reasonably rely on.

http://www.poet-technologies.com/docs/presentations/POET-Corporate-Presentation-June-2017.pdf