Infinera Has Beaten POET to Market... This is high tech eternalsell. You need to understand how fast things move in this industry, and how important it is to not only be the first to market, but to be there with the best product conceivable.
The best that POET can do, and that's after seeing their specs on speed and efficiency is to get close to competing with Infinera's already proven technology.
So which product do you think the Intel, IBM, Apple, Nokia, Samsung, etc, etc will choose in the next 12 months or more?
POET that has just come out of R&D and has yet to be tested on a global scale within a network that is using Infinera's techonlogy, or Infinera that is already proven? Remember this is high tech, not the horse and wagon days. JMO