I think this announcement is just the tip of the iceberg. The majority of the module makers are in Asia...How many will follow. Who else is going to provide the capabilities that POET has and industry needs to advance to 1.6T and beyond. I have a hard time visualizing what a 820,000 square foot manufacturing  facility looks like in just this one customer alone. POET is ahead of the market at 1.6T...and companies are going to need to get on board early if they want to be part of POET's ecosystem.