Re: Doesn't Add Up
in response to
by
posted on
Dec 11, 2020 02:58AM
Regarding SuperP: As Tom noted SuperP will be the profit center for products that are produced by SuperP. I have no idea what the model is but I believe one of the plans is for SuperP to eventually have a listing on the Shanghai Exchange. So when the Chinese market pegs the value of SuperP POET`s ownership in that company should be reflected in POET`s share price.
I think it is a good conversation for us to have. I expect this type of relationship will have certain advantages to allow for tax efficiencies.
I think there remains a tremendous amount of flexibility for POET. So the North American market will be supplied by 100G and 200G pluggables exclusively from SuperP and the lightbar will at least be initially supplied by SP. I think the fact that the global market supply for light engines beyond 200G are discretionary suggests to me that there are incentives for Sanan to be a good partner in order to expand their market reach with future POET products, maintain their slice of the pie as the market demand for new applications grows.
A family of lightbar form factors. You have to like how that sounds.
POET and North American/European customers/development partners can ultimately decide on their own future supply and the supply redundancy requirements.