I just spent a couple hours listening to this new presentation. The first thing that comes to mind right at the beginning with the first speaker is that POET is very much in the lead in terms of where we are. Throughout this presentation problems that are being highlighted by industry are problems that POET has a solution for.
The biggest problems are packaging, thermal management and cost. Listen to the first speaker on where deployment is right now. We are ahead with the solutions. Listen to the speaker at 1:03 on the problems of thermal management and then hear CISCO\s presentation (1:53) highlighting the same issues. There was actually a request by CISCO…If you can help us solve our optical integration issues we want to hear from you.
What would be a fabulous PR effort is for POET to use that presentation as a template and provide the answers that they have to solve the problems that industry is facing
https://youtu.be/WtWxqoNmcrQ
People have said in the past that POET is missing the boat. POET is not missing the boat. POET is building the boat so that everyone can get aboard.