The analysts will eventually figure out what the optical circuit tech is that enables CAI. The rest of the world will want in on this capability as well. CAI is in a very large niche, but there are lots of other applications that will want POET's solutions. CAI is enough to take us beyond any projections I see here. 

Remember, Lazovsky used to be with POET. He saw the possibilities, and here he is, going to drag us up the money mountain with him.