Cheapinski, my guess is like yours.
What we know that there are delays of the VCSEL due to the epi-stack and export licensing. OK!
But do we think that all empoyees of POET are now sitting on their desk waiting for the new wafer supply?
I am sure that they are all busy. Partially in projects which do not need the new epi-stack - like the detector or the logic part of the POET (PET), partially they can focus on the integration of DL/BB in the POET technology and/or helping with the upgrade of DL. So we are loosing some time on the VCSEL, but this time is not lost, just shifted to other projects. We will see.
