Recognize that the collaboration with MultiLane was announced at the end of March and it was focused on advanced module development. But it also provided flexibility to utilize commercial production without any commitment by POET. It really provided a level of flexibility that was needed at the time. But since then POET has collaborations with Foxconn and expanded collaborations with Luxshare to develop advanced modules for their customers. 

So will POET continue to work with MultiLane on a different set of modules? I kind of doubt that they will use MultiLane for production but who knows? 

The point is that it is now a new ballgame since the Multlane collaboration was announced. 

What they really need to be focused on is Optical Engine production outside of China. There is not going to be nearly enough capacity at SPX to supply those industry heavyweights.

I am guessing that additional production has already been allocated to satisfy these new requirements. The demands to supply CAI alone may well exceed SPX capacity?