No that is not right. Almae is not  a major company and they are not on the list on that slide. I expect one of the companies would be who  they are developing the multi  lane high density package for next generation slide 16 of the AGM. 

00:44:10 – This is an example of how the interposer would be used in the context of a laser assembly. This is actually a product that we’re working on now for another customer on the transmit side. So this is a CWDM, which stands for „coarse wavelength division multiplexing“. It’s four lasers, four wavelengths that are 20 nm apart, and a specific application could require either 4 or 12 or up to 16 of these lasers being placed onto the interposer. Why is this important? Because if you do it without an interposer, you have to place these individually and then align each one of them individually with the lenses that are required to insure the right amount of coupling. With our interposers, we promote a very high coupling efficiency between the lightsource and the waveguide. Our target is to be over 90 percent coupling efficiency versus – the norm in the industry is about 60 to 70 percent.

Silterra also not on the list. Hard to  say but contract manufacturing could also imply that POET has been contracted for  the high density application which is  under NDA? 

I actually think they are talking about three companies that we have not been advised of because they are under NDA. NDA usual  preceeds a formal  agreement.