Lots of good information being circulated lately and here's a thought that no doubt may stimulate some dialogue.
FJ has proposed that Finisar is perhaps a likely licensee (if I understand the business cycle properly, and that is subject to the forum's opinion). This would therefore represent POET's source of revenue as it relates to perhaps to the fibre optics market.
Anadigics, as an example would simply receive a fee for service to manufacture the product either on behalf of POET or Finisar?
Finisar would then distribute its products throughout their customer network and therefore we may not ever see evidence of where the POET IP is being used unless of course an end-user, say for example, a fruit company, chooses to display "Powered by POET" once a trademark is formally approved or granted.
Just an opinion and a thought that it may be unlikely to have any direct disclosure of using the IP in a product launch etc say on September 9th?
