I believe POET will get all four or 3 of four. They are the only option that has a clear path to 3.2T. These leading companies cannot afford to fall behind their cohort. If Foxconn and Luxshare are choosing POET, and CAI albeit for something different, I see them running the table on the bigs. 

This may lead to a buyout by a Foxconn or Broadcom who can capably supply everbody, or just more deals to meet the demand, using existing module capacity, powered by POET. Suresh's vision coming true.