I agree TB they appear to be very happy with who they signed with. It happened quickly as Accelink is eager to get the POET optical engine into their production lines. I talked from a point of view of leverage and this being a play to get others on board. But it is strictly a matter of they are offering what POET needs. They have the expertise required to do all the qualifications. They don't get the secret sauce as this is all being done by POET and partner (whoever that is). Accelink identify what changes they need to see for their product lines.
I don't want to elaborate but the technology sells itself. I have voiced an opinion on this forum of what the technology is and I can tell you it is more than I thought it was with broad use for any silicon that can benefit from very high speed communications right at the very edge of the chip. Electrical transmission to the active optical elements is extremely close.
I am sure there are those that want to take profits right now but in my opinion this technology offers a silver bullet for industry and I see no reason to take profits now because frankly if you can get back in at a lower price it will be luck so roll the dice if you must.
I will make one more comment. The way companies do silicon photonics today optical qualities are not known until the final product is built which results in poor yield. POET is wafer level testing and processing. They know what the optical qualities are before they complete the process. Just another aspect to POETs optical interposer benefits that is very meaningful to cost savings and throughput during manufacturing.