ITTR,
Landmark Opto is a epitaxial wafer supply company only (to my knowledge), so I don't think they are beating us to any punch.
There is no link between POET and Landmark to my knowledge, I merely posted this article as a reference to where the industry seems to be heading. Landmark is expecting double digit sales growth over the next 2 quarters, someone out there is driving the demand for epitaxial wafers.
Cheers,
JW