My main take-away from the CC is the statement from the new management (Suresh + Subhash) regarding the Go-To-Market Plan.

POET is poised to launch the first disruptive product into the established and growing Datacom market vertical.

We have never heard of a specific, focused Go-To-Market Plan before.

This is huge news.

The manufacturing agreement with Anadigics is inplace.

The Epitaxial supply is to be confirmed this month.

It has been a painfull wait for sure, but next year the Christmas lights will turn on.

The wait will be worth it.

Becoming financially independent was never going to be easy.

Hold on everyone ..... We have the technology ... this is all about execution now and the new silicon valley boys steering our ship know exactly, precisely how to do that.

Sit back, and enjoy.

We are entering a $5B market and POET will disrupt all of it. :o)

And that is just for starters !!!!!!

ST