(this paragraph is specualtion on my part). If it is, libran, they could be one heck of an announcement soon. On the otherhand, Arista may have already developed the 400G on their own based upon technologies prior to PoET. Some of the wording of benefits seems to be allowing for what PoET can do to their device, but is it included already (million dollar question)??? If not, there is no reason why Arista would not want to come out with a version 2.0 of what they currently have with PoET's interposer to go inside and take it that much further. 

Another point of speculation is that in the last announcement, Suresh announced a moving up to 400G sooner. So does this tie in? 

The one thing that I can assume is that PoET is in the middle of this space now and anything is possible, even if it is sooner than we thought.

Monolithic