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: ARK

If your bored and you like to snoop around.  Go to Ark and download there disruptive investment research.  You might find Poet to be right in the mix of DATA TRANSFER, AI,  LIDAR, SENSING applications etc.  I have to say the OI and what it does is in the hotspot at the right time as all these applications are looking for a technology to bring these ideas/tech to be better, faster, more consistence etc.  Remember Suresh says something like we are creating a platform technology that will make applications/devices/ideas come alive that we haven't even thought of yet.   The AI market is huge as you will see.  Celestial is connected to Boradcom, Meta, Taiwan Semi.  Not sure how POET will supply all these entities but Intel is spending lots here in North America and Europe to make chips.  Perhaps all these NDA's that POET has signed are being slightly displayed by Management's likes on social media etc.  Maybe not.  I keep asking myself as the price keeps getting knocked down.

Does the tech work?  We have been told it has been qualified and demonstrated at OFC.

Does it fix a problem or two?  

Do we have customers?  4 confirmed

Do we have 6 different verticals that we can target? 

Are we to produce with in the next two 1/4's.

This is a cash cow once the business is setup.  Slow and steady.  We get one chance.

Has anything changed other than the share price?

Sit back, relax enjoy St. Patricks day.   I know I will.

 

Cheers

Moxam

 

 

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