We’ve been through this tech angst before. The response from management way back then was that having competitors trying to solve the same problem as you means your aiming at the right problem.
One comment Rickman made in SPIE last year was that Rockley was aiming at a wide range of applications not just telecommunications alone. I agree that makes sense and indeed we’re into sensing, LIDAR and medical applications with DenseLight all applications that will be enhanced by POET technology.
My point is that in this vast technical leap forward into optics there is going to be room for many players, the sky is not falling in.
sula