"Other than perhaps posing a direct threat to Rockley by having their own NDA's with the same possible customers (which may or may not include Apple and Google in Rockley's case), I see no strategic entry point for POET through their own volition. "
Sir Celestial AI,
I know I don't have to remind you that Hengtong is now showing up as our potential customer even though they've plowed millions into Rockley's technology. I believe whoever comes up with the goods cheaper and in the volumes the customer requires gets the prize, whether it's Apple , AWS, Google and everybody else!
We got the goods!
SP