Re: IBM/GlobalFoundries deal

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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Rainer

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Re: IBM/GlobalFoundries deal

in response to

Re: IBM/GlobalFoundries deal

A Beautiful Poem

posted on Oct 20, 2014 08:28AM

A Beautiful Poem: Now that it has been made official, I'm very interested in today's trades on poet. What do you guys think?

I don't see any direct connection between POET and GlobalFoundries' new fab. At least we don't have any evidence that would support a connection.

On the other hand, if I were GlobalFoundries and wanted to produce POET chips in that fab, I wouldn't reveal my plans to IBM or anybody else before the deal is sealed irrevocably. And of course I would have requested my partner POET Technologies to not reveal my name for the time being, but call me "3rd-party foundry" instead.