They said they were 'cost optimized' but didn't give any percentages or numbers (as Poet has done) to show what 'cost optimized', really means. Poet has often said that other companys could build products to do the same job as Poet but never as reliable and never as cost efficient as Poet. Whether that has changed, who knows? Even if they have come up with something as good as the Poet array of products this market is huge and Poet already has many custumers lined up waiting.