I want to come back to CarloF´s post:

Great explanation of the POET-platform

There is another line that caught my attention:

"POET’s Optical Interposer also promises to allow a different architecture of the data center itself, by co-packaging network switching devices directly with optics, further reducing costs for data center operators."

I read: Hey look, our superior transciever functionality is so small and produces not much heat. Why not put it into the switches itself and plug with a cheap and dumb optical cable?

If you are a company that builds servers and switches but no transcievers, that might increase your creation of value nicely. Just add a little POET-hardware and build in other ports. Not that difficult for Dell or the like, methinks.