Good post, Hoga.
Those that are being 'down' or somewhat negative today on POET might not be understanding the fact that Silterra will help with the volume manufacturing of POET's customer orders. POET's will be supplying Accelink to sell POET's products (presumably) as an Accelink product to its customers (the datarooms). So Accelink would be the one to announce contracts with its customers and not POET. POET sells to manufacturers and not directly to Accelink's customer. Accelink is the first customer of significance on POET's product line made for/with collaboration of Accelink. Accelink, ultimately, is a customer of POET in my opinion.
Now, if people here want a customer list from POET, you would have to contact Accelink and not POET. Don't confuse this with other POET products as the recent NRs are just about the Interposer product(s) of which Accelink will brand under their name (POET is inside or it might be the whole Accelink product branded specifically for Accelink.
I wrote this very fast, so please forgive me for any errors or ommisions.
Monolithic