InP was mentioned, publicly, for the first time at the May, 2015 THM (roadmap). Prior to that, during the fall of 2014 (around October), acqusitions were also mentioned as part of POET's strategy. So POET has followed through with acquisitions initially and product announcements in 2017 (CLEO informally) and in a couple of weeks formally in Shanghai, China (CIEO). They are realizing that opportunity for POET as the InP platform rolls out as part of our company's overall photonics integration strategy. We shouldn't knock InP as it is a much nearer revenue stream for POET and management saw that opportunity in the market place when acquiring BB Photonics.

Monolithic