POET Technologies Inc.

It was implied as an "or"

http://www.midasletter.com/midas-letter-financial-radio-podcast/poet-technologies-tsx-vptk-ceo-peter-copetti/

We expect the initial NRE revenues could start as early as late this year in early 2015. After that, you’re talking about revenues from foundries and revenues from foundries and finally end device revenues