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: What's next?

CC , the warrant issue was undoubtedly a roadblock to SP progress that is now eliminated but was never a reason for the SP to rise.  

My lecture, to any one who cares to listen, is to try and understand where POET is in its development cycle. A clue to understanding  this for me was best stated by Suresh Venkatesen in the following quote.

'"The burden of proof is always on the innovator, not the incumbent. That understanding of its underdog status has driven much of the company’s decisions in recent years" Venkatesan said this during a discussion focused on Super Photonics, POET’s recently launched joint venture with Xiamen Sanan Integrated Circuit...'

 

SV is saying that the focus must be towards building customer understanding of POET unique offering. Clearly, the company's main aim at this time must be to change perceptions amongst potential customers (the suppliers of Optical components).  

Whilst  the weight of righteous opinion here that SV (LWLG) style should promote the company to investors, itbcannot be the primary goal of our key management. POET must provide the proof of POET'S Optical Platform to potential customers.  To this effect, we hear of: lists targeting certain companies and  demonstrations (as in Shenzhen in Sep). As proof this aim being effective we hear of the reaction to POETS offering in China and similarly growing interest in Euro.To me these are all potent examples of how well managed, and with remarkably limited resources, this company is doing exceptionally well at this current phase of its development. 

 

In my view pandering to the armchair directions from impatient shareholders for ever more PR to drive the SP along would be a diversion. Whilst being an understandable desire it can only come once a customer base with design wins and orders is established to provide meaningful evidence to would be investors and analysts.  

 

The desire for accelerated SP rise to my mind is a pipe dream until this happens.  Shareholders are asking to put the cart before the horse.

 

sula


 

 

 

 

 

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