I think that a framework of pricing has already been established with the customers they are currently dealing with. As we have been told qualifications can be completed in parallel with orders. I believe that selling DenseLight and the move to Fab-Light was required to accelerate the commercial process.
The licensing deal with the new owner who will expand the production capacity at DL is in my opinion a first step and an important step with many more required to supply the level of product expansion and distribution that can be expected.
There are fundamental economic and technical drivers for industry to utilize the Optical Interposer to advance the needs of very big global players for on board optics. I also believe that it is essential that POET does not become the object of an east west battle for products that are needed/demanded to expand data transfer requirements with respect to cost, energy, reliability, redundancy and speed.
Make no mistake POET is on the radar of many global companies and they need to satisfy all of them with respect to fair access if we are to have any hope of retaining majority ownership so that we can see the kind of value this company owns/controls.
Bill Ring will be co-chairing the PIC International Conference this week. All the major companies are represented at the highest levels at this important event. Think about the optics.