Re: How POET could compete in a high volume, low margins market
posted on
Mar 27, 2016 12:18PM
I don't get the point. Although it is pretty funny to look back at some charts that remind me of Harvard Graphics!
I dare say that 20 years makes a wee bit of a difference in most of the costs discussed. POET's cost difference versus competing solutions is based on a structural advantage of 1 die versus many die, and simpler structure for not having to integrate the multiple die. I didn't see anything there addressing that cost differential......