Re: Babaoriley vs Kaths version
posted on
Jul 08, 2016 11:31AM
I agree there is a bit of a disconnect here. I felt that Suresh indicated that they have a VCEL, but so do others. What would set Poet apart from the competition is a VCEL integrated with the detector and transistors on one chip. It's very hard for me to talk technology, but I definitely heard that they are working on a disruptive solution. Please refer to the slides in the presentation on the Poet website. In regards to the performance of the VCEL, management seems to be a little tight lipped about that and I specifically asked about it. I definitely felt that they conveyed that they are really focused and working on this right now. My impression is that they will not say what they've got until such time as it's in the bag so to speak.