bluecollardollar, that was a good post! POET has shown way back at the THM presentation in 2015 that it can provide performance magnitudes better, and monolithically, they were able to confidently state that there solution would be much cheaper as well in terms of its manufacturing cost.  At the most recent AGM, Suresh did say that customers want the GaAs solution only as 'monolithic', despite the fact that they have successfully produced and tested discrete devices in that platform. So, in order to sway those addicted and committed to silicon solutions, the cost factor and performance increase must make it benficial for data centres, etc. to make that change. I believe that POET will eventually do that, monolithically. 

In the past, I recall that POET would also attach this solution as a layer to silicon-based. Perhaps, that was there way of saying they can remain compatible for those customers that are heavily locked in to silicon-based devices?

The chart at the THM in 2015 showed that POET's GaAs solutions over various categories had a 2x to 30x performance over silicon-based on various devices. Now, what remains is the integrated monolithic devices. The paradigm shift would be huge and the $70 club would be vindicated from the years of ridicule.  If they don't (that is where I highly agree with yout), they should still be able to grab market share in the Photonic space and give people a return.  Thats the way I see it.  I hope for the eventual success of the GaAs photonic integrated circut, but I expect to be waiting from a much higher SP than we have now by the end of 2018.  Its easier to be patient when you are in the Green. I agree. That's why I bought more shares recently to average down as I believe on various fronts POET will succeed. The InP platform will be our bread and butter from now and a few years out anyway. That should get us, based on the roadmap projections to somewhere between $5 to $8 a share, unless this platform is widely disruptive, then we might see more even before the GaAs monolithic integration is achieved and commercialized. There is a lot of life yet to live for POET in my speculative presumptions.

Monolithic