Silterra makes all the wafers, everyone one of them, and by the boatload if you believe the number of customers we may have. It must look like a weak point to the execs; who else can you trust that is much closer to the N. American market?...someone in Europe? The U.S.?

I don't believe SPX is going anywhere, they will be producing OE's for some time and hopefully with everyone sold, a royalty to POET, at least.