POET Technologies Inc.

POET has acheived 100nm and are now working towards 40nm. Considering that 100nm is remarkable and that POET has not received and revenue for products at the size and are now targeting 40nm - I would guess that any associated licencing fee would most likely come at a premium? Not to say that they couldn't also produce a product for a client at 100nm. Are they possibly missing out on revenue at the 100nm scale?