Remember POET is moving ahead in parallel as per Suresh. Even if some of us through sleuthing here might be correct, POET cannot show its hand yet for obvious reasons. Now I do believe Huawei, Bosch, and some of the other names here are probably among the group. The thing to consider with Huawei is that they would probably be Denselight's Shanghai's customer and not directly POET's. POET has probably mapped out four or five global sectors, coordinated a fabless infrastructure, supply chain for each relevant sector and in confidence has lined up key clients to work together in those sectors. 5G, LIDAR, sensing, the datarooms, etc. are some of the defined sectors that POET is probably helping to transform into making those sectors photonic by means of the OI.

POET doesn't have to deal directly with Huawei to do well. POET has the North America Teir 1. Don't forget the relationship (that has been very quiet with Almae (Europe). Also, who is Bill Ring familiar across the pond? Who are our Board of Directors familiar with? Who in the Ottawa (hi-tech) area is POET familiar with? Yes, these are all assumptions, but parts of POET's NRs and the nice patent checking ITTR and others have been doing here seems very telling; yet POET has still been able to keep things under wraps ---- because they have to. There is a lot in this post that I have pointed out that would indicate where the floodgates will open. It's general knowledge, but lacking the details, so it's still general. All the above is just a point of view - hopefully with many good points.

Monolithic