What is the most important reason to own POET right now? It is because they have a platform that will provide a new way of building optical interfaces at lower cost, at lower loss, at lower power and can be performed in a CMOS fabrication flow without manual alignment. The process allows for very high volume production without the multiple steps that are required today to build an OE interface and this also means that installed capacity to meet global demand can be placed on line very quickly.

So we have all been waiting to hear that they can build it but until they have it built the market is reluctant to give them credit for the disruptive process. You don't have to read between the lines to see that they are on track with this statement

We anticipate demonstrating the superiority of our solutions with the shipment of prototypes to customers later this year.