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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I'm not sure why Lisa would choose $200m as a revenue target for 2025 when slide 5 from the Needham conference has $250m+ for each of the 4 opportunities we know of... so far.  Going back to AGM slides the 400Gb/5G total market revenue really ramps up in 2022 and 2023 so by 2025 the SAM should be significant even if there is a small shift due to the current market supply issues.

That valuation is leaving a whole lot of gravy for us longs, IMO. 

Keep plowing ahead POET,

Jque

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