So thinking out loud, since TM named POET"S plans to go global with SANAN IC's OE's, then they would be competing w/ the T1 and themselves in a way if the T1 was to go after the same OE market  for 400G. Makes me wonder if the A)T1 is dragging it's feet so POET is shopping elsewhere, B) T1 is after something else like the OI for Lidar, AI,5G etc C) giving the T1 an incentive to make a move, or D) should keep my day job.

It's funny how SANAN IC doesn't have to keep everything secret about POET though.