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: Re: Your guess is as good as mine !
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Your guess is as good as mine !
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mystique
Mar 07, 2016 07:13PM

My guess:

1. A Blue Ocean does not limit the market share to 40%. POET will sell directly as well as via OEM channels...

2. An EBITDA multiple of 4 is very very conservative for a growing company like POET

3. This AOC market is just one vertical, a low hanging fruit.

Welcome to the club ;-)

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