Regardless if the Huawei possiblilty exits, POET is dealing with different global customers and I don't think it would ever be in POET's interest or the industry in general to be tied down to one entity like Huawei. Government and its regulatory bodies usually lag when it comes to rapid emerging technology deployment. Eventually big business and government find the path for the world to standardize on. I think POET offers everyone the opportunities to stay within standards and extend those standards. So POET OI is very important to everyone (at least, for now and the forseeable future) in my opinion.
Monolithic