FJ "Yes SuperP was created as a revenue sharing relationship as far as we know where POET sells the Optical Interposer at cost (nudge, nudge, wink, wink, quack, quack). But wouldn't it make more sense to collect revenue at the front end. SuperP becomes a massive customer. Wouldn't that be so much cleaner?"
If this was the case why would they waste all the time and resources creating the JV in the first place? Why not just create an exclusive supply/customer agreement with Sanan? Creating a JV is not easy, and I would like to think Suresh chose that relationship for a reason. But I am just a speculator too.
Good luck,
Jque