All the questions surrounding today's announcement appear to be begging for an even bigger announcement on the strategic plan.  If POET is at the leading edge of data sensing technology then it would not surprise me if we are about to see a major transformation.

The Company is now preparing to meet high-volume manufacturing requirements for Optical Interposer-based solutions, applying the active device designs successfully achieved at DenseLight, and exploring additional vertical markets beyond datacom.

POET’s Chief Executive Officer, Dr. Suresh Venkatesan, commented, “We believe this offer, and the anticipated agreements, once completed, represent a compelling opportunity to leverage our assets and inject non-dilutive capital into POET.  The deal further allows POET to pursue a 'fab-light' strategy with a less capital-intensive business model that is focused on growing the Optical Interposer business through targeted investments in the design, development and sale of vertical market solutions.