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: Be of good cheer.

It is Monday.

U.S. markets are closed. Another slow day of waiting.

I have an opinion. It is only an opinion, not a pump, so please don't ban me for having one.

Few in North America have the kind of understanding of Poet's technology like those on this board.

We connect dots because beyond the technolgy itself, we wish to connect it to revenue.

The biggest, boldest dot is shaped like piece of fruit (not a banana). I suppose we already know this.

Poet's technology works. It has been proven in the lab, but even better, we would not be where we are now (contracts with suppliers) if the technology had not been proven where it counts the most.

Would the biggest, boldest dot ever let something like the full-fledged Poet/POET/pOet ever be missed for what it can do for them, and become the laughing stock of the planet for having done so (and someone else gets it)?

Are we all aware that the biggest, boldest dot conservatively moved 250 million phones in 2015? That is only for one year.

What is the price point for a disruptive chip that will brings thousands of billions in revenue to one company alone (the biggest, boldest dot)? Does anyone here wish to venture an estimate? Is $50/chip too little? Is $100/chip too much?

Multiply $50, or $100 times 250 million (2015 phones), and see what the answer is.

That will be for one year. (They'll move more than that once it becomes fully appreciated what the new model can do.)

My opinion: This will happen, and it is only a matter of time.

The tsunami is silent. Poet is trying to act like one, for now. I am okay with that.

Be of good cheer. Have a great week.

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