" the niche Poet has targeted." could also be considered a soft bash oiposter. 

POET is not looking for niche markets, but is looking to become the global leader in chip-scale photonic solutions.

They are doing first-ever wafer-level integration of electronic, and photonics into a single device.

They're able to do this integration with unparalleled scalability.

It's a platform technology for a broad range of vertical applications, and will be able to span multiple product generations.

The TAM for all of this is in the hundreds of billions of dollars.

POET has not targeted a niche, but rather, an entire industry, and their goal is to disrupt it, or in their own words "A focus on creative disruption".

Know what you own, and then share it with others.  It can do no less than help support our slow rise in price.