Yes, I do because I have not heard of any others with a Mitsubishi relationship.
I expect Mitsubishi did their due diligence and selected POET, which is a big plus for shareholders. Same for FIT and Luxshare. I keep hearing there is a lot of competition but I don't know who this competition is at the 1.6 and 3.2G level. I hope for a very large market share, riding on the OI plus the Mitsubishi EML strengths.