FJ, the POET GaAs platform also had, or still has I guess, the potential to surpass or displace existing platforms.  That was a fact, but that potential was never realized.

They received a market response with POET and were in advanced discussions, TRAB, etc. but, again, nothing materialized from that.

Hopefully we've got something solid happening this time, but it is definitely not a certainty yet.  A little caution is probably wise considering POET's history.