Thx Fair for the comprehensive response - I had listened to the IBK call thx, and while I get what was covered relative to Poet’s product performance and margins, we don’t really know what the comps might be from Jupiter.

And we also don’t know whether or not their characterization is part of a development road map, and where they might be in process; whether or not they are quailfied; whether or not it’s 100G or 400G, or easily/efficiently translatable; full-on TROE etc 

Also, thx Oz for the thread link reference - thought I’d seen before #clearlyinneedofpoetmemorychip