That report provides what people should recognize as the main driver for POET to become a major force in this industry.
1st Mitsubishi is the only company known to have produced a 400G EML and POET is the only known company capable of integrating this EML in such a way as to produce a 3.2T pluggable. If that happens as planned POET will increase Mitsubishi’s industry dominance and result in the most impactive solution to drive AI data transfer capability to new levels that industry is crying for at a cost that makes it even sweeter.
This is what we should be focused on. POET is becoming a major force in this industry with a solution that will in fact make this a de facto technology for optical integration.
How can you put a price tag on that outcome?