Chr6is,
I see it differently, POET has shed its fab and lab for a significant capital gain yet retaining not only a development partner, with whom it has a history of close joint development cooperation, but a substantial outside investor who will build a Sino fabrication Facility that will give POET a significant entre into the burgeoning Chinese Optical markets to sell its OI without Trump Trade Wars interference. Gone are the costs of running a lab/fab, massive good will retained and obtained. Win Win. Nothing lost, everything gained.
sula