BCD, keeping in mind that Denselight is a supplier to Poet, not a customer.

They are primarily laser makers and also produce sleds and ELEDs

There is no POET OI or OE in Denselight products, as per Suresh's comments on the relationship with Denselight, but you also don't do years of R&D for another company (POET) without picking up on a few ideas that may be useful to showcase your lasers in other verticals down the road 

IMO, of course