Re: MD&A

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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The Holk

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Re: MD&A

in response to

Re: MD&A

Babaoriley

posted on Sep 11, 2019 09:08AM

1. As rogue alreade stated, ROE is out. I don´t expect relevant revenue here.

2. According to the march presentation, page 20:

poet-technologies.com/docs/presentations/POET%20Investor%20Deck%20-%20March%202019_web.pdf

100G (and below) TROE may start shipping in late 2019, growing in 2020.

400G TROE may start shipping in 2020, growing in 2021.

3. Based on the latest discussions, I expect some delay, so maybe everything will come 6 months later.

4. DL Shanghai: My understanding is that Sensing/LIDAR will need some more development and production-infrastructure, shipping won´t happen before 2021.

Thats my personal crystal ball, maybe yours tells a different story...

Holk

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