PoetMMC: " I may be more confused than I think I am, but it seems to me that we don't compete in the same space as Orion.  That technology is described as addressing regional on long distance applications.  POET tech is not related to that.  If I'm wrong, please feel free to shame me."

No I am not confused on this one as Poet does 10KM or less.  My understanding is that greater than 10Km is a Metro Network type of application that Poet does not have on its radar for now.

HOWEVER, when the time is right, I think they could come up with a solution for long haul if they feel that could be a market for them to participate in.

There is no shame in not knowing, but I think Poet should do something here to explain about their shift in strategy around module makers.

Monolithic