If Poet was involved, we would have heard about it all ready.
Remember Suresh introducing the TFLN modulators from Liobate. He said something about lousy silicon modulators and he said they were very late in getting them to Poet. Words to that effect.
Source photonics makes transceivers and lasers and SilUX makes silicon photonic modulator Pics and can apparently make a photonic engine.
There are many companies that can make optical engines that just do it differently than Poet. How cost effective are they?? I have no idea. My 2 cents.
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