Quan Gork, I opine that POET's current focus is on the Interposer as it presents the most nearest commercial opportunties.I recall those comments by Suresh pertaining to discrete devices. We already know that his research into customer needs and wants made it clear that a GaAS device must be monolithic. I think discrete GaAS devices were not worth the costs, time, and effort and did not offer any extreme advantages. He did say that in the InP platform that there is a large market for discrete devices. So I think it is fair to say that POET has prioritized its commercial opportunities for now and is executing on them.
Monolithic