Shash in my rush to join the show, I rather garbled my post and missed the early part of the presentation.  Too late to remove my post but there it is.  I'm sorry but I just find it a tad arrogant to expect the rest of the world to be time aligned for NorthAmerican requirements,  this is just something we all must learn in a more connected new world order.

This was not a POET sales opportunity but nevertheless is indicative of the excitement building about optics and its hockey stick potential, an opportunity many saw here back in OPEL days, it has been a long time but a bright light has been lit.

In my opinion Rajgopal made an excellent presentation of DenseLight aims and products.  As an independent company there was no requirement to push POET, nevertheless the POET Interposer was there in the diagrams and the strong message that the IP to increase Spot Size gives the DL a significant advantage in flip chip manufacturing.  This means there is a vast growth market for the POET OI in DL products for sensing applications, DAtacom, SLED, LIDAR etc. effectively this means that DL become a significant customer for the POET OI which gives DL products the  omph! that did not exist before the POET buyout. My question is a check on who actually owns the IP for Spot Size conversion given much of the development that occurred was during POET ownership, RR left me with the impression he thought it was DL, thoughts?

 In summary the synergy created between DL and PTI will become a significant source of revenue.  This does leaves the question about the exact nature of the contractual nature of the relationship with DL and the consortium. Clearly PTI is now focused on its relationship with the Tier One customer and building a wider customer base for its skills of integration the OI with new innovative products from other enterprises, with DL now in the position to be a nice little money spinner and growth from its own momentum.  This is perhaps one area where the leverage of retaining the final payment is being applied by the consortium to ensure PTI does not neglect its part in DL's growth plans by being overly distracted by its new initiatives.

Sula