RE:RE:Buy Anadigics?
@geordi,
I think dealing with ANAD is smart, if the goal was to get the access to the facility without paying a big price. As others have pointed out this is not a deal for a small player to build products with POET. This is a deal to produce large volumes of VCSELs for someone else. When that someone else is revealed, you might see this as a positive.
I will also point out that things take longer than most people expect. This deal is something PC was working on prior to Ajit joining POET. Just as PC's hard work led to Ajit joining the company, we also have POET transferring to Anadigics fab - the first fab to take POET. But again, this is the end result of work that was done by PC long ago.
Ajit's rolodex is in play, but it will take longer to see the effects. Remember, his primary function was to select the management to execute on his vision. Evidence of this is forthcoming, IMO.