The Optical Fibre Conference is where the whole of the OIC industry comes together to dicuss progress.  VR describes the event as an inflection point and success for POET. Yet gloom once more decends on this forum.  This is because, as usual, the bar of expectation as regards share price reaction to the OFC was set too high in many forum members minds, so that when a company, (LWLG ) with apparent similarities (not so in reality IMO) experiences a surge in SP, morale here hits the floor. This is human nature at work and not rational logic so it really is time to get a grip on reality here which is what I believe our hub-leaders are trying to project.

 The realities are that the success of the OFC is not measured in SP but by the perceptions created in the minds of potential customers in the photonics industry that lead to design wins.  A lag naturally occurs following such a key conference for the industry where executives and engineers assess the POET technical offer, brilliantly presented with startlingly brave demonstrations of what POET can do, and hopefully the economics and significant cost savings that using the products POET has on offer.  That analysis and whatever conclusions are drawn needs time to mature in the minds of executives in those companies in order to decide whether they adopt POET Technologies clear technical and cost benefits, which we here should all know in reasonable detail given the excellent IR presentations aimed at shareholders; an area much neglected in the past.  

 My conclusion are:

1. That the success of the OFC will emerge down line and will, when the company begins production for its already committed first customers,  add to the snowball effect that the Company will experience in 2022.

2.  Also that the SP surges experienced by companies like LWLG is clearly within PTK's potential however, with the reality that our management have built a sustainable run on production in their plans.  Through the partnerships it has wisely formed as a fables company.

3. On the basis of the potential built for design wins at OFC we have every reason to congratulate the POET management team for their sterling efforts at OFC.  The benefits we seek in SP growth remain down line logically but nevertheless they remain subject to the market hysteria we see in the LWLG situation, which seems to me to be premature whilst POET plans are ticking over rather nicely.  POET Share holder value has been built at the OFC and we will see the benefits of the possible starting in the final quarter of this year.

Patience is an investor virtue; enough said!

suls