Gerem1 Going it alone?

Clearly  the recent announcements indicate anything but going it alone. And the deal with SilTerra to secure capacity means they will have the ability to supply volume manufacturing.

Poet's chief executive officer, Dr. Suresh Venkatesan, commented: "Following several months of preliminary collaborative work together, this agreement with SilTerra represents a significant milestone toward our goal of commercializing Poet's Optical Interposer platform. The combined resources and investments of the two companies enables us to establish a unique manufacturing process as well as a reliable supply of wafers for our Optical Interposer. SilTerra offers Poet a truly unique combination of advanced 90-nanometre lithography, cost-effective eight-inch silicon processing copper metallization and MEMS capabilities, all of which are needed for our Optical Interposer. As a result of this partnership, Poet has now secured a key element in the commercialization process, allowing us to establish more engagements with prospective customers."

If we think about what this means. First off POET is now being supported by two large companies to build advanced products.  And why is that important. Because as Suresh says they can now talk to prospective customers not just in terms of we have this great product that will meet your requirements for cost and volume but also that POET has enabled the capacity to supply the volume needed.  Clearly there is a level of confidence by these partnerships to invest in POET to establish this capability. I think customers will see this and will say “me too”. We want to be in the que so what do you need from us to guarantee our seat at the table?