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: Smedley on BNN

Smoothsailing and Snoop,

Reread the last news release carefully....

"While timelines have had to accommodate challenges in our drive to 100-nm, I am encouraged by the significant recent progress, especially in parallel with our PET/TDK achievements. Our potential partners and customers have noted this significant progress, and this has allowed me and my executive team to have very detailed discussions with them under non-disclosure agreements, many of them ongoing at this time."

and...

"100-nm Initiative

This milestone (M-8) is associated with reducing the feature size of key POET devices to the 100-nm range in scale. We had previously achieved sub-200-nm scaling as announced in the first quarter. While work progresses to drive down feature size further, our technical team now believes that it will achieve this milestone in the near-term.

Among the technical challenges addressed by the team are short-channel effects and the development and implementation of a novel technique based on using a non-gold based contact, without liftoff, to achieve self-alignment. This results in a general digital device format for III-V technologies. Many of these processes have been captured as new intellectual property for the Company by submission of patent applications.

Mr. Peter Copetti, Executive Chairman and interim CEO, noted, "The team has worked relentlessly through multiple hurdles on its way to completion of the 100-nm milestone. The scale-down to sub-100-nm scale will demonstrate our ability to fabricate competitive digital devices with III-V materials to a point that has never been demonstrated before."

The technical team has targeted the end of the second quarter 2014 for completion of this milestone."

Therefore...

1. 100NM is approx end of Q2 or "very close".

2. There is are "very detailed discussions with (partners) them under non-disclosure agreements". We know partners have asked for the milestone (from many NR's releases ago)....i

...it is not hard to conclude:

100nm is close + "very detalied partner discussions" + "partners have asked for 100nm = we are getting closer....

I used the term weeks as in.... not x-mas.... not thanksgiving... not labour day.

You decide what you want to believe. We are weeks away from news.


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