Aiming to become the global leader in chip-scale photonic solutions by deploying Optical Interposer technology to enable the seamless integration of electronics and photonics for a broad range of vertical market applications

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It was implied as an "or"

http://www.midasletter.com/midas-letter-financial-radio-podcast/poet-technologies-tsx-vptk-ceo-peter-copetti/

We expect the initial NRE revenues could start as early as late this year in early 2015. After that, you’re talking about revenues from foundries and revenues from foundries and finally end device revenues

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