That's true. They've roadmapped where POET will be in 100Gs and 400Gs. There is plenty of room in the 100Gs products for POET to enter the market. It is also very high growth. They aim to disrupt the 100G space and gain market credibility to be a leader in the 400G segment.

Remember, even though Dr. Taylor has had the means to develop and forsee many market possibilities for POET, the curve is a long path as he was and is ahead of his time (but not too far ahead at the same time on some areas of the market).

Our management had to draw a line between near-term and long-term. Prior to the last presentation they were terrible at conveying that and I feel that they have been guilty for dangling the wrong carrots. They refined their approach with their last AGM and R&R presentation and they are dangling more meaningful carrots ------ BUT, they have to deliver on this.

I agree with Rainer that our current share price is market pricing in the possibility of another financing even though Mika has said they are not going that way. The market does not believe.

It is incumbent upon our current management to arrange whatever upcoming events in a logical order and presentation that brings aboard new believers that are willing to pay a higher share price. To do that means delivering on the most critical parts of the roadmap as soon as possible; and, showing a progression that sets realistic and meaningful expectations. All this has nothing to do with the Indian RFP. That would be gravy if we win it.

Monolithic

Monolithic