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Message: Re: Poet Technologies - A Growth Company

Vcselrevolution: As much as we agree on that, Rainer, don't you think it is strange (as I do) that management chose to highlight that revenue aspect so much? You would expect them to have the same idea as we do, that tiny revenues are a burden not a blessing...

Well, yes. I would have stressed the customer base and the distribution channels, not so much the revenues, which are small in absolute terms and are not based on the POET technology.

On the other hand, those revenues seem to be in good health since they are yielding a gross profit of 40 % or more. This is a million USD – not enough to cover POET's expenditures, but still quite welcome and marking sort of a turning point for the company, although it is not yet the watershed moment we are waiting for.

Next week we'll know more.

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