Notwithstanding, the validity of the information from Shandler for argument sake let us assume it is valid. Previous discussions were that POET was likely to initiate sales with low hanging fruit: optical components or memory devices (if I remember correctly). Shandler, however, proposes switches are already being sold to mobile market with a ramping up coming by year's end - is this good/bad/ a surprise? Excuse my lack of expertice but what is the market for switches and how big is it. Recent share price speculation pointed out that in theory a 1% share of the market could propel the SP handsomely. What is 1%of the switch market worth?
Thanks in advance.