I can not detect any moves of Indias Govmt towards POET. Also, no moves of POET towards India. Quite the opposite: 100% Interposer doesn´t give room for GaAs, as matters stand.

A responsible CEO has to think years in advance, so a deal today with a 3-year horizon would fit. But still it´s all noise - that´s the way I see it until I hear something more reliable.

So India would be a big surprise to me - I would love to hear about it. I for one am fine with taking the interposer to market as a full transciever-engine. Everything else can come later when there´s some cash in the pockets.

But maybe I am not good in business mathematics and they are running 120%, who knows...