The real story is that Foxconn believes that P. OET's OI and other chip customizations are the best in the industry and that they will be able to sell them in large numbers to their marquee customers. POET has built a flexible product that can be modified rapidly to suit the particular need for large volume customers. I believe this also applies to smaller volume, high unit cost applications as well. Think defense, space, and medical devices where unit cost is high, but flexibility and speed of customization are of high value. 

I think Suresh has covered all of the bases. It is hard to put all of this value proposition into small enough bites for the general investor. They might ask "If it's so great, where are the orders?". Well, with Foxconn on board and being public about it, it's obvious that they are confident that this is the right path. It's a lot to digest, but it will be clear when substantial orders are disclosed, or numerous others announce their relationship with POET. Another driver may be a Cathy Wood or other fund making a big investment.

As far as being acquired, please no! We've suffered this long trip as a pre-revenue company, so any valuation would be low compared to the value once the orders are booked. And the true strength of the company's IP is its superior flexibility to be the part "under the hood" for whatever is needed in the photonic space. That can't be priced in quite yet.