My impression reading the MACOM GF news provided by the amazing Oz was that it had a familiar tone re the tech.  Interesting that Oz made no comment, what do you really think Oz.  I certainly can’t make a technical comparison but there were some familiar phrases which seemed to be plagerised from POET literature.

One thing for sure is that if there is POET IP involved, the big guys, the buyers, would get the first shout at boasting rights and guess who would get the second.  Not mentioning POET in the main announcement would be, of course, to let POET have their OWN moment in the sun to announce their involvement.

As regards competition, as SV previously pointed out, its proof you’re aiming at the sweet spot objective. 

Very interesting ITTR nes pa!  You may be right and I’m with you.  But then I can only see things in a rose tint.

sula.