I'm not so great on the tech but I've been following along for many years.

This is a quite from the Cisco article

So that’s the sequence of events in a nutshell. As for what’s so great about 100G LR from the network operator perspective: Like all Single-Lambda 100G optics, 100G LR offers seamless migration to 400G. And in a few years, 100G LR modules should be feasible in the next generation form factor for 100G pluggables, the SFP112. It should be as small as 1G SFP, 10G SFP+, and 25G SFP28, providing even higher faceplate density than QSFP28. Also, a key benefit of Single-Lambda 100G optics is manufacturability.

I think POETS products allow for seamless migration to 400g and above and they also have a smaller size, and easier manufacturing. So essentially we tick all the boxes. 

Just my 2 cents at quick glance. I'm sure ITTR et al can do a better job.

Nice to see some green. Sad I didn't buy more at thos low stupidly low prices. Almost...

GG