In several key application areas, our proprietary platform technology has the potential to surpass or displace both conventional discrete approaches to transceiver architectures, as well as those based on integrated silicon photonics devices."

"this innovative platform has the potential to provide POET with a highly differentiated competitive advantage in leading-edge data communication transceiver products."

If it is the release that is the main driver of this rally, we are trading on the "potential" of the tech to do this.  In the past, "potential" hasn't amounted to share price appreciation, the fact that it is this time, means the "potential" is viewed as very, very close to fruition.