Poet is unfortunately not the only player  involved in optical engines for co packaged optics or high performance computing interconnects. 

Yes true, but nobody here ever believed POET were the only one.  In fact if they were it'd be a bit of a worry.  Competition is expected and should be respected.  Ranovus are working with IBM on their CPO.  That said I think the flexibility of poet's offering is a major advantage, along with the other obvious advantages.  

Management believe they're doing what others aren't, so i'll go with that for now.