Will all revenues be attributed to SPX? With POET supplying OIs to SPX, albeit at cost, for production of optical engines, will that show up as revenue for POET, net neutral to their financials, but offsetting the cost of their production?
The volume of wafers being supplied would demonstrate commercialization and provide a baseline for volume of optical engines being produced. That in itself would have the potential to spur share price, if properly communicated, especially if they could show a ramp through 2025, even without releasing names or specific applications. Thoughts?