From my understanding, DL will be a conduit to get the OI into Chinese optical products. Nothing happens in China without the blessing of the government, so the interested third party would most liklely be another Chinese concern with a name that none of us would recognize. No way China will let an outsider get a piece of DL. Nothing changes for POET, just a reshuffle of the cards in China 

Recall the speculation on the board about the purchaser of DL, who turned out to be DL (China Inc.)

As for manufacturing capacity outside of China, POET is now fabless and:

- can contract fab capacity directly, probably already has capacity under contract

- can contract capacity via our mystery Tier 1 partner for preferential access, if required

imho