Aiming to become the global leader in chip-scale photonic solutions by deploying Optical Interposer technology to enable the seamless integration of electronics and photonics for a broad range of vertical market applications

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POET owns the fundamental patents to  that monolithic GaAs platform and although they don't  talk about it, it appears they have maintained them which gets expensive. So  yes I think there is  a future there. Right now though their hands are very full with the OI platform.

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