The company deserves kudos for achieving its goal of becoming a module maker, eliminating the middleman and being able to sell directly to the end users, and doing so in record time.

I was surprised that the market for Wavelight was only 750M for 2024 and 1.7B for 2027. If Poet could capture 10% or e even 25% of that market the resulting revenues  still seem relatively small compared to expected sales from its partnership with CAI. 

Am I thinking about this right? Any comments re the size of Poet's addressable markets would be appreciated.