I think they did a good job presenting the case. The optical interposer is recognized by their customers as a very cost disruptive product with the added benefits of higher performance, energy efficiency... It can be transitioned to fit multiple applications which Suresh pointed to as the reason why global leading customers are willing to put "skin in the game". Licensing opportunities? Maybe. But you definitely get the message that they are preparing for high volume production as the orders begin to come in I think they mentioned mid-year. 

Customers in China are interested in the 10G PON market which I  think the optical interposer is very well  suited for the passive nature of that application. The growing sensing market.

The one really important take away for me is that Suresh is projecting a high level of confidence in how big the market is for POET across a multitude of applications. And they have the ability to pick and choose so if customers want something for a design-in they will pay for it to gain the benefits otherwise go to back of the line.