Regarding BAE they will be the Military segment. GF and Apple will likely focus on the commercial high volume product development paths. That is probably why TB is on the Technology Advisory Board. High volume, high quality and reliable products capability will be critical so that there aren't any negatives as the transition off silicone occurs and ramp up to GaAs takes hold.
This is very strategic thinking and very good news for shareholders that they are developing plans along these lines. This probably is an indicator of a longer term vision and likely retention of a company that has "Powered by Poet". Branding as noted by E is a critical part of egtting market awareness, acceptance and maximizing the value proposition.
