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: Apple

I am going to go way out on a limb with this.

My disclaimers are as follows:

1) This is pure speculation on my part with some basis in fact.

2) I have no preferential information except industry marketing knowledge (well maybe a tiny bit on the marketing end)

3) Feel free to correct an errors, omissions, or inaccuracies.

My aim here is to get you thinking of how a mania can develop.

Tim Cook and the gang have already been mentioned on here in a variety of ways.

So why bring them to the fore again you ask. Interesting in my view that Apple is the subject of constant marketing case studies in all facets of their business. Having read many if those or quite a few anyway, I wonder if a POET product tied to an Apple product would be either a good launch point for a mania, or useful in continuation of a mania.

Long shot yes ? Or no ?

The rationale ? Tim Cook has been the big dog at Apple since what 2011 ish ? If you read his bio since then, he has launched a few new and updated product versions and thats about it. But what happens to Tim (and Apple) when processing power, memory, power consumption, gadgetitis all hit a Silicon wall ? What will Tim be known as then ? The overseer of a drop from 100 Billion in sales to a has been or once was ? Mainly because the iphone v26 has more available colours as it selling feature in 2025.

Now make NO mistake, Tims a smart guy, Tim and Tims team scour far and wide in the tech industry for the next big thing, big app, big earner. You can almost taste the fact that Tim knows about POET at the very least and probably has made it his business to know as much or the very most he can about POET (actually you could probably say that about most of the tech industry as they hit the Silicon wall at Mach 5). When your Apple you make it your business to know these things.

So then we also understand to remain fresh and new, Apple has to constantly innovate.If they have hit a developmental wall with Silicon (as all others have-will) what can they do ? Their selling features would then have to concentrate on the hardware side for a number of years while Apples thinking departmnent can conjure up the roll up handset. In concentrating onn the hardware side for four or five years, maybe a guy could sell the public on a once a week or twice a month recharge ? Faster computing speeds, more space for more widgets and bigger and yet smaller and thinner handsets ? Then in year two or three, a holographic photograph app, the ability to point the phone at your broken down car and have it read whats wrong ? Plus whatever else can be conjured up ?

How would this effect POETs numbers ? Its marketability ? (INTEL inside no more ?)

So certainly these can all be applied to any handset manufacturer, any tech player, anyone using a microchip thats facing a Silicon wall.

Does Samsung really want to one up Apple ?

http://time.com/52126/apple-emails-steve-jobs/

Will this result in a bidding war for POETs product through say a GF ?

Will Samsung (or anyone else) offer more per unit ?

The sugar plums are dancing in my head.

Are you getting excited ?


Aug 25, 2014 11:24AM

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