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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Message: Re: They have come a long way in a short amount of time.

Thanks for the video FJ. 

Regarding Rick the Vets rant about missed targets.  The diagram on p20 of TM's presentation shows how interdependant POET's interposer project is.  In terms of project management, whilst it may be possible to reasonably estimate the time it takes to fulfill an objective internally, externally with three other entitities programs to deal with it gets more difficult.  What is more important than hitting objectives on the nail during this stage is building a premium product and getting its associatied manufacturing, marketing and sales procesess lined up to hit the ground running. 

On this basis Ricks pessimism is unfounded if POETS make or break project slips one quarter.  Most people understand this is inevitable in bleeding edge development projects.  Managment clearly has been exceptionally busy and from my point view they have been quite remarkable to get this project where it is from the point they changed strategy in Jan 17 to focus on BB's interposer rather than the GaAs project. 

POET is primed to make its mark on optical communications in a burgeoning communications industry desperate for cheaper optical solution.  This fact will shortly come to the attention of the  PIC industry and to market analysts with an associatied hike in POETs potential worth. 

Dont fall off the old nag Rick it may yet win the race.

SULA

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