Yes, and I believe our POET OI makes them cheaper and more reliable than the other suppliers of 800G parts. Then there is the path to 1.6G and 3.2G. Suresh said that the 800G modules from competitors cannot be used for the higher-throughput modules in the technology pathway. 

So through pricing advantages and technology pathway, POET should win both market share and still have room for better margins. Remember Luxshare, Foxconn, possibly a re-engaged Accelink, Celestial AI, and Sanan; none of these companies have time to trifle with a wannabe. They need what POET has to offer or are being directed by big customers to deliver in volume.