Re: Shandlar on reddit - Poet with TSMC and sales?
posted on
Jul 11, 2015 07:53PM
Notwithstanding, the validity of the information from Shandler for argument sake let us assume it is valid. Previous discussions were that POET was likely to initiate sales with low hanging fruit: optical components or memory devices (if I remember correctly). Shandler, however, proposes switches are already being sold to mobile market with a ramping up coming by year's end - is this good/bad/ a surprise? Excuse my lack of expertice but what is the market for switches and how big is it. Recent share price speculation pointed out that in theory a 1% share of the market could propel the SP handsomely. What is 1%of the switch market worth?
Thanks in advance.