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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Message: Overcoming Inertia

In contrast to POET’s past, of late, news releases seem to be coming at us fast and furiously. A certain forward momentum now seems to be in the air and this is certainly positive. Higher trade volume of late and higher highs with lower lows has also aided in attracting interest to this stock.

With regards to MS8, the fact that they are ahead of schedule is great news. Given their history of delays, this for me was truly unexpected. Moreover, the fact that they were anticipating shutting down their facility post MS7 for cleaning added to this surprise. Whoever this third party is aiding in their progression reinforces my belief that we are ever closer to a PDA.

With regards to TDKs, I would have wished for them to be ready prior to the GSM. That said, the completion of MS5 and MS7 should bode well in peeking the interest of those attending. BTW, do we have a list of attendees?

I agree with others on this board that GSFs usually do not bear much fruit in terms of stock movement but in this case the outcome may be different (the optimist in me). Nevertheless, as mentioned above, we are moving in the right direction. My hope is that this trend continues.

Sandman

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