@KROM... "how does Poet compare?"
Ok because you asked, here are my $0.02 worth...
They:
- seem to be about quantum-dot laser sources (see LightBar™)
- seem to be about optical ring oscillators (GT/POET has the GaaS equivalent)
- do sport a 'CPO' logo
- it's a board with a stamp
- is that an American Eagle there for size? (you would think a CDN Co. would use a Loonie or a Toonie)
- do not seem to be providing a "platform" solution per se
- make no mention of manufacturing processes - or ability to scale and deliver (supply chain)
- make little mention of addressible markets and verticals beyond Data Center
- are in bed with the 'typewriter people' (tongue in cheek on that one)
They are not publicly traded.
When their investor list shows the Canadian Governement and its EDC off-shoot-arm... well, enuf said on that.
I surmmize:
- they are definitely innovative in the space they are working - all players are welcome :-)
- they are a fair ways from being able to provide industry consummable technologies and solutions across multiple markets/vertical (see POET Technolgies)
- in the early days they will may not 'set the tone' for photonics and CPO but may contribute.
I can't/won't knock em though because:
- they are from my home town (a.k.a Silicon Valley North)
- they are probably the same breed of folk as MillCraft (anyone remember them)
And as usual...
IMHO
Thery make no mention of process of addressible vertivcalsrs
