Aiming to become the global leader in chip-scale photonic solutions by deploying Optical Interposer technology to enable the seamless integration of electronics and photonics for a broad range of vertical market applications

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Message: Re: "irreversible megatrends" - II-VI wins battle for Coherent

Thank you ITTR, that needed saying to counteract the gloom that has decended on this board totally unnecessarily.

Investing long term in POET is an act of faith based on on one fact, that is the logic of investing in using photons rather than electrons for communications in IC. The reality is PIC is the basis of the next industrial revolution.  The scale and potential of this technology is mind boggling as is that of early investment.  

We have had an outstanding degree of confidence from management regarding its platform.  Market potential is off the scale and the company is engaged with customers developing their OIC products.

Those here who have not understood the product development timetable are promoting dissatisfaction because they want it all now,  when every fact points to that not happening until production and ramp up begins. Neither will uplifting  happen until momentum has been built.

  To my mind Its not a case of patience any longer but pure common sense.  Who here does not know that any SP is nothing other than emotional reactions or that price fluctuations is the norm. 

Surely, the knowledge we have been given of the value built into one PTK share is pure gold for any investor - so dont knock it.  I repeat too many on this board are its own worst enemy, painting gloom where logic defies it is nugatory.

Sula

 

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