When POET finally puts up some profits, or purchase orders that are strong enough to shake the "pre-revenue" label, these pipeline fillers are going to be important.
Until then, the market does not look too hard at POET, since it has not done what businesses must do, which is, make money. Delivering product is not something that POET has proven that it can do. Not to the market's satisfaction, though it's obvious to us.
The pipeline will be scrutinized for the quality of the companies buying from POET. So far, they all look like very solid companies of various sizes. High volume, cutting edge and long time suppliers to the major players. It is a quality pipeline.