What is different now Baba which was re-enforced in Tom’s talk. (Well done Tom)

There is a long list of companies that want to see the proof that POET can truly build, test and burn-in the optical engines at wafer scale. If they can truly demonstrate this ability with superior performance POET’s market is assured as a generational platform. It becomes a slam dunk and will become the  technology of choice for optical  integration since no other platform  has this ability.

The Oct 29 news release points to this.     

"We have determined that the Optical Interposer platform is now production ready," said Vivek Rajgarhia, Poet's president and general manager. "We have proven out all of the features and production methods for the platform itself, including the flip-chip assembly and bonding steps for lasers, which has historically been the Achilles' heel for other approaches to optoelectronic integration. The basic platform features, now completed, apply to all of the products that we are engaged with customers to develop. The pre-Alpha and Alpha prototypes that are now being assembled differ primarily in the particular components included and, in most cases, those designs have been validated."

Mr. Rajgarhia continued: "The Poet Optical Interposer platform is fully compatible with standard CMOS semiconductor processing methods and equipment. It seamlessly incorporates the best features of a planar lightwave circuit, silicon optical benches and interposer functionality and is fabricated solely within the production limits of silicon-based semiconductor processing. In addition to being fundamental to the lower-cost and the higher-performance value proposition of the Optical Interposer, the processing compatibility with CMOS opens up a variety of applications to Poet that are simply not available using other integration approaches seen in the market today."

Poet's product road map, presented in its annual general meeting of shareholders conducted in late August, revealed four products under development, each associated with an individual customer or potential groups of customers. The company reported that the 100/200 G CWDM4 Optical Engine, the 400 G LightBar, 400 G FR4 Receiver, and the 400 G FR4/DR Optical Engines all remain on schedule.

Of course the new slide deck expands on the above product roadmap.