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: Imagine two scenarios
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Nov 08, 2018 01:45AM
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Nov 08, 2018 10:29AM
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Nov 08, 2018 12:12PM

"My underlying position is that POET now has a very significant workforce. All these highly qualified people who have joined with POET to  me is  a much better measuring stick than the market perception from the outside looking in."

FJ, I agree that the above is extremely telling and to me, the biggest current indicator of the promise and potential of this company.  Not so sure of when we get to commercialization, though.  Many here feel Poet will be selling the interposer first quarter or first half, 2019.  I'd be pleased of we have some confirmation before the end of the year, or early next quarter that the interposer has passed whatever tests it needs to pass, and that prototypes are in the hands of potential customers promptly thereafter.  

If that can happen, then I can see money start to come in in the second half of 2019.  

Where all of that gets us on price is very difficult for me to say.  $2 at the time we begin announcing customers have ordered a serious amount of the interposers?  Nothing has come easily with POET, I'm not sure what event will put an end to that long, long era.

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