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: Based on posts today, I'd say the Interposer is Disruptive

Based on posts today, I'd say the Interposer is now perceived as disruptive as people here are now accepting the potential near-to-medium term reality for POET. Once this gets rolling faster, I feel that POET will be at various stages with even more than 13 companies; otherwise those other companies' products might become uncompetitive. If the 13 companies were to average a mere 20 million in sales per year (very conservative for global sales) that would be 360 million in sales per year. At 50% margin, plus a multiple given to POET by the market for a projected high growth rate, the share price will be north of fantastic for us. 

Another proofpoint to support the presentation and even Breeze's calculations today is why is POET now at 99 employees at Denselight from 65-67 employees a year ago? They are obviously readying themselves to come out of the gate with new revenue very quickly. This will make up for our years of lag wait time. I happy to see that more people are getting it here. None of this is hype if we stick to conservative and reasonable projections. I would rather we do, so that POET can still surprise us even more.

Monolithic

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