The connection I'm suggesting is that POET thru buying Denselight will have a pipeline to tap into and Acacia likewise is using its customers customer base to expand it's products buy allowing them thru attractive pricing which Acacia is providing to be the market leader.This allows Acacia's customers to thrive and keep competition at bay.
Poet utilizing Denselight will be somewhat the same as POET will not have to spend all kinds of marketing dollars to attract customers to an unknown entity as Denselight already has those customers and perhaps that's why Surresh spent the time directly after the THM to do meet and greets.
Granted it is not a apples to apples comparison but I still think the Acacia model and Poet's thru Denselight are similar in spirit.
