Good point, ahasja! Yes, agreed.

POET needed a high-volume manufacturing partner anyway, so the uncertainties regarding Anadigics might have accelerated a move that was on POET's agenda anyway, but not that early.

Nevertheless it is not quite unusual for a company to cooperate with an another company in one sector and compete with the same company in another sector.

I just don't think II-VI looking for a photonics engineer in San José and owning a 6" GaAs line to produce VCSELs is enough to draw any conclusions.