From the MD&A

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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From the MD&A

posted on May 11, 2017 06:41PM

Some interesting bits from the MD&A, or at least I found them interesting, and are not out of line from what has been previously reported in recent history (i.e. timelines).

"We continue to expect that the product development phase for the POET technology, and for the integration of the BB Photonics technology into the DenseLight product line, will comprise a majority of the 2017 calendar year. As such, we currently expect initial commercial revenues for our new sensing products in 2017, followed by early commercial revenues for our monolithic photonic engine solutions in late 2018"

"In addition, we intend to grow revenue from the product families offered by our DenseLight subsidiary, largely through the introduction of new discrete and integrated products based on innovations we have developed internally and acquired from BB Photonics."

"We are fully committed to continuing technology development cycles for the POET optical engine and have made continuous progress in the past six months. We have also made progress in designing novel products at DenseLight using the BB Photonics technology."

"In particular, we believe our 100G transceiver components represent a uniquely attractive opportunity for collaborative development with a strategic partner(s)."

"The Company announced that it expects to release in the second half of 2017 a low loss, low cost micro multiplexer and de-multiplexer product for 100G and above transceivers based on the technology developed at its subsidiary BB Photonics Inc."

"The Company acquired $11,030,173 in property and equipment, patents and licenses and intangible assets since Q1 2016."

I'm not sure what some expected for Q1, but for me personally, pretty much in line with expectations. I expect turning Denselight around to take a bit of time, as it is, but improvements are happening. I don't see a huge bump in renevue until they sell new products, some this year. I am also here for the real bang, which is the POET technology, IMO. I personally do not think the sky is falling.