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: A Move away from History?

It sure was nice to get a NR today, and IMO this was a key ingredient for the success of POET, a big piece of the puzzle. Nice to see a bit of a pop in the SP, but I would not expect anything huge for the SP with this NR, as most people won't "get it" to the extent they should. To me this adds significant credibility that "this is real and is happening".

We named a partner, which is great. I am really looking forward to the disclosure of a partner that will provide POET with revenue, IMO just a matter of time.

I think this illustrates that it might not be wise to focus too much on the historical behavior of POET before the new management arrived. I was thinking about the people that have been shorting POET and it would not surprise me if they increased their short position yesterday based on history ("no expected news for a month" as the next CC is not until mid February). If they are smart and alert, today they should take notice and be worried as things may no longer be as easy to predict. Who knows when the next NR will come, and what it will be about. Hoping for a blockbuster sometime "soon" ("soon" being relevant to the semiconductor industry, so it might take a bit of time, as I have now finally realized).

Hoping for a string of news releases leading up to the CC, and hopefully a steady rise in the SP, which at some point becomes sustainable (also hoping for a big gap up at some point due to "the news").

Good luck!!

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