Part of Oz's excellent posted article and my questions:

"He (Hurlston) believes the creation of such broad-based suppliers is something the optics industry will have to do more of: “The transceiver guys are going to have to go after different areas of the value chain.”"

Are we considerred one of the transceiver guys?

"In most mature industries, three large diversified companies typically dominate the marketplace. Given Lumentum’s acquisition of Oclaro has just closed and II-VI’s acquisition of Finisar is due to be completed in mid-2019, will there be another large deal?"

I hope no one thinks the above is a reference to POET.  Please let me know if anyone does.

"“This is a big industry and the opportunity today and going forward is big,” says Hurlston. But there are so many players in different parts of the supply chain such that he is unsure whether these niche companies will survive in the long run.
“Whether there will be three, four or five large players, I don’t know,” he says. “But we are definitely going to see fewer; this [II-VI - Finisar deal] isn't the last transaction that drives industry consolidation.”"

I assume the above means smaller companies will either fail or get bought out. Would II-VI be interested in us?

"How will Finisar make optical transceivers in such a competitive marketplace, that includes an increasing number of Chinese entrants, while delivering gross margins that meet Wall Street expectations?"

Is the above an area where the Poet tech can help a company like Finisar, soon to be a part of lI-VI deliver those gross margins?

What part does the optical interposer play in all of the above?