Lisa Thompson mentioned the 800M (regarding to CAI) in her analyze last year :
https://scr.zacks.com/news/news-details/2023/POET-POET-Sees-the-Light-at-the-End-of-the-Tunnel-as-Product-Revenues-Are-Expected-This-Year/default.aspx
She mentioned also
ADVA has already announced the MicroMux Quattro, a product that uses POET’s technology and that product is expected to be in production in the fall. To build inventory, we expect ADVA should also start generating revenues for POET this year.
This year means : 2023
See here :
https://www.adtran.com/de-de/products-and-services/open-optical-networking/pluggables-and-subsystems/micromux-series/micromux-quattro
Just I think a revenue in 2024 is overdue to this analyze.
Or what is going on ?