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

Free
Message: Re: Hope vs due diligence
54
Jun 27, 2016 11:18AM
5
Jun 27, 2016 11:45AM
4
Jun 27, 2016 01:12PM
42
Jun 27, 2016 02:30PM
9
Jun 27, 2016 03:42PM
11
Jun 27, 2016 03:53PM
14
Jun 27, 2016 06:28PM
37
Jun 27, 2016 07:40PM
8
Jun 27, 2016 08:15PM
17
Jun 27, 2016 09:58PM
5
Jun 27, 2016 10:00PM
1
Jun 27, 2016 10:11PM
11
Jun 27, 2016 10:38PM
15
Jun 27, 2016 10:55PM
13
Jun 28, 2016 01:07AM

Jun 28, 2016 01:08AM
7
Jun 28, 2016 01:13AM
18
Jun 28, 2016 02:23AM
9
Jun 28, 2016 02:29AM
22
Jun 28, 2016 05:28AM
5
Jun 28, 2016 07:55AM
4
Jun 28, 2016 08:53AM
3
Jun 28, 2016 09:53AM
12
Jun 28, 2016 10:07AM
4
Jun 28, 2016 10:14AM
8
Jun 28, 2016 10:49AM
10
Jun 28, 2016 11:19AM
31
Jun 28, 2016 01:15PM
3
ZL1
Jun 28, 2016 01:29PM
6
Jun 28, 2016 06:16PM
3
Jun 28, 2016 06:30PM
2
Jun 28, 2016 07:42PM

OMG, TWG, your post expresses an ideal to which humans will never, ever come even close.

I would say over 90% of the people who post and read this board have knowledge of the tech way, way below the threshhold which you set for investment. Even those who appear to know it best, hopefully don't know it as well as our management, right. But even our management cannot be 100% sure of success, cuz they are smart enough to realize that they cannot know everything, nor anticipate everything.

If I were to spend 8 hours a day for the next year studying this tech, I wouldn't be anywhere close to being ready to declare it a winner or a loser, although my opinion would have more validity that it does now. But not nearly enough to think I really understand the chances for success of the business of POET, and that's even if I understood the tech well.

So, I look to those who understand it well enough and I TRUST them; does trust on a message board always have to be misplaced? After years on a message board might you not find some people that can be trusted? I suggest that a close study of the characters on this message board for 4+ years is likely more due diligence than is prudently needed.

We also can assume that management and the execs from the two companies that just joined us think optimistically regarding the tech (and even the business prospects) of POET, so they seem to be in line with the intelligencia here.

Now are there agendas? Well, you bet there are, but you find that everywhere in the market and in life. Those are the kind of things you need to be sensitive to in order to place your bets on a company whose product/business you don't understand on a technical level. But everyone can understand faster and cheaper in conneciton with high tech.

Look, if I'm a techy and even a really good one, and I decide, as did G. Taylor, that this tech is where it's at, I might be every last available dime into it, feeling confident due to my knowledge. Guess what, you could be deluding yourself. Sometimes too much due diligence can blind one to danger signs, or just plain make one a highly pleasant bundle of hubris.

So, hope has its place in investing; I hope I'm right about the bona fides of our techsters. It's all I can ask, I would never hold them to their conclusions, like I said above, even management is speculating on where it will all lead. But I'm glad current management and our techsters seem to be on the same page.

Share
New Message
Please login to post a reply