So Zack's Lisa Thompson said $800M when CAI goes full tilt with it's products. Dave L. is on the speaking circuits, at seminars and NASDAQ events. You don't do this 2 years ahead of time, he's 3-12 months out I think.

We've been told everything they sell has POET in it. 

Foxconn is packaging things for NVIDIA, and others. Luxshare started with one of POET's products and now has several more in the hopper. Mitsubishi says it's in all the data centers with their lasers, and their announcement seemed like they were pretty excited (for a corporation, Japanese at that; no shade meant, you just won't see them hopping around a stage like Ballmer or Musk, their words were the equivalent).

All this, and we hear things like $5M and eventually $200-500M 4-5 years from now. This just does not make sense. CAI will have failed by then or be buying over a $1B of product from POET by itself. Mitsubishi, Foxconn, Luxshare and the rest will be in the same category in aggregate or each.

The industry is not going to be prioritizing crappy old products, so these companies, will be grabbing outsized market shares for their respective specialties. 

It's all coming together right now, and it will take time. Like an avalanche, a few dust clouds, some pebbles here and there, then the village is buried in a sudden, forceful, unstoppable torrent.