Yes, as I have said many times. I believe their plan is to sign with as many smaller players first in order to gain a large foothold before the giants know what hit them. That being said there are other big companies who do not rank on the list below as semiconductor companies but are OEM/end customers...For example companies like Cisco, JDU, Finisar, Google. These companies would have a keen interest in POET as a customer.
Remember that Peter is referencing multi $billion dollar companies but it is interesting that Ajit mentions the top two on this list whose lunch that POET early adopters could eat.