Re: Gross Margin top 7 optical transceiver manufacturers
in response to
by
posted on
Jul 05, 2018 10:46AM
"In the space of 2 to 3 years, POET has remarkably advanced its plan B and without that plan there would be no POET today. This plan B has got prototypes in its customers hands now, and their response humbles our CEO --- as mighty as those customers are, they are now validating POET! Validation eventually turns into robust, high-margin sales."
Mono, I believe you've captured the essence of the POET story. As to validation, I have no clue how such things work. For example, what typically happens with the initial 5,000 hour test? How often are they successful so as to validate the tech? Or is it more typical that the first test fails to validate leading to further "optimization?" Many here would have you believing that it's just a matter of 5,000 hours passing, and then we're validated. While that might be, there must be some risk (I don't have any concept of how much), or there wouldn't be a need for validation.
Since we are apparently at the validation stage, it would be great to hear from some of out techies as to what can reaonably be expected. Again, my questions arise as the result of a lack of share price movement or volume.