quick thoughts re: G&M

Aiming to become the global leader in chip-scale photonic solutions by deploying Optical Interposer technology to enable the seamless integration of electronics and photonics for a broad range of vertical market applications

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robvanhooren

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quick thoughts re: G&M

in response to

The Globe and Mail - How to sell Silicon Valley on the death of silicon

wanttoretireearly

posted on Jul 10, 2013 07:23AM

0./

Awesome! And about time!

1a./

I hope they're only harping about a partnership with (imo dead-horse) RIM because G&M are Canadian news outfit.

1b./

I don't think they get it entirely. "RIM" doesn't make chips. They're the demand-side consumer of chips. And sorry, not very much demand compared to their heyday. A foundry or foundry licensor (WIN or ARMH) perhaps are more suitable. Sure, AAPL or IBM are big enough to influence (as may be FB and/or GOOG), with their "open hardware" projects, but I don't think RIM is.

2./

A blackberry exclusive for two years would be crazy stupid (and AAPL wouldn't stand for it). We'd die in the court battle. BAE needs to step up as the military "proof-in-the-pudding" licensee before we go after the 100x larger commercial space.

3./

Agreed, the story needs to have a face (especially one that doesn't want you to bring him Han Solo). As to Taylor being that face [means CEO? but not necessarily...] that's (a) better than LP, but (b) he's still 68 and (c) how much of the business-side would distract him from POET. Peter would be the better CEO, which if I understand it correctly, he already *is* in all but title.