Leverage is King

I don´t care too much about HK listing at the moment. More important about the DL-sale to me is the broad investor base. This means POET has a bunch of partners and customers in china at hand without a lot of marketing, expense and time lag. Sensing market in china seems to be covered quite well with this single step.

And even better, Suresh said the Transciever market is driven by cloud, but the tier-1-cloud-players are few. So a limited number of big possible customers again means lower efforts to capture a good part of the market (but only if you have a by far superior product).

POET seems to have a good grip at both adressed verticals. All this can help the famous hockey stick appear if the products are as good as we hope.

Time will tell.

Holk