Is there not a dynamic building in which the JV announcement rather sends out a message to Western Firms that they are in a position to be beaten to the post by China's early take up of POET's disruptive OI.  

The DenseLight consortium, which I presume will be first to market with products, containing the POET OI being a trailer for the big event to come.  It may not be analyst reaction that shines the light on POET, but media with a big story on affordable photonics solutions for data centre and communications where China is outpacing the West.

To my mind a bigger story is brewing than analysts projections.

sula