Disco68: Rockley with their technology is a company trying to disrupt the industry just as Poet is. I see them as a competitor to Poet, not a partner.

Agreed! And they are by no means the only ones. Bringing optics closer to the ASIC is something many companies have vested interest in and want to either

• achieve it by developing their own solutions or
• by integrating the technology developed by others into their own products, like routers or switches, or
  
• by deploying such products in their datacenter infrastructure.

See, for example, the member list of COBO, the Consortium for On-Board Optics with many well-known and not so well-known names! And POET Technologies is not even among them for whatever reason. Perhaps they are not interested is defining standards at this time, but are rather focusing on their receiver and transceiver solutions.

So competition is high indeed, and there will be not only a single solution. The problem is that all those press releases essentially boil down to "Hey, we are integrating optics and electronics! Isn't that cool?" It is hard to tell any differences, aside from the most obvious ones. Or is anyone here aware of any comparing overview or even able to establish one? If you ask companies for more details, I guess the answer will be "Sure! Here's our NDA, please sign on the dotted line!"

Anyway, the nice thing for investors is that the market is growing at an amazing pace, so that there will be room for many players, at least for quite a number of years. With POET Technologies, we are part of the show, and the InP dielectric waveguide technology should bring us a decent cost advantage, which in turn hopefully brings either decent margins or a decent market share – and perhaps even both.