This can't be entirely about DenseLight revenues

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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Quan Gork

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This can't be entirely about DenseLight revenues

posted on Nov 03, 2016 03:14PM

IMO, we need POET products end of story. There is still a lot of speculation on POET IP built into the current SP (IMO), even though the SP is pitiful. If we focus on DenseLight revenues we have a problem. We paid 10 million in shares for DenseLight (now worth 3 million to the ex owners). If DenseLight is valued at 10 million, with 300 million shares (or close to it), this works out to about 3 - 4 cents a share. OK, maybe DenseLight is worth 10 times more than we paid for it (a stretch), but then we are only valued at the current SP. Let's not go there.

DenseLight revenues can help, and DenseLight can speed up getting POET products to market, but we need to focus on POET products, and I sure hope that POET management understands this, and I suspect they do. That is where we are going to make money.