FJ: "The reality is that a commitment to use the optical interposer as a platform technology to build optical engines for customers is ether a yes or no answer."

This is one of the most important reasons why I am invested in POET: It´s the lever.

The TAM is big. The potential customers are big. And any decision pro POET will end in big orders and big follow-up-orders as well. POET does not have to fight endlessly for small clients after small clients. That´s the material hockey sticks are made of, right?