POET's market is growingAn interesting video that someone sent to me. It talks about the moves taking place to replace TV Cable with high speed internet over fiber. Google has started rolling out Google Fiber which is intended to displace cable TV.
This kind of move could have major implications for POET in terms of Data Center growth and FTTH (fiber to the home) as highlighted in the POET corporate presentation. Under Commercial and Communications market applications.
https://www.fool.com/fool/free-report/18/sa-cabletvaudio-253366.aspx?source=isaspodft0000323