Iamsorry,
It has been frustrating to say the least. Poets accomplishments over the past year or two has not reflected positively. In my opinion when this thing goes it will take all of those past missed SP increases with it.
Two things. Betas are being sampled by customers presently. When they are fully qualified by customers we will hear of purchase orders. The other thing that I have come to realization is scale.
After reading the article from co-founder of AristaNetworks, Andy Bechtolsheim. He stated no one has solved the problems of decreased power consumption, cost and efficiancy. Not at scale anyway.
I think the market is waiting to see if it can be reproduced in volume. What Poet is offering has never been done before. But in my opinion once it does we will make up for all the past frustrations
And yes I believe this is another good dip to pick up more. I had to shuffle a bit but picked up a sizable chunk last week.
Poet is in very good company with top industry experts and collaborations. I have to believe they more about what is going to take place in Poets future than us retail investors. Well most of us.
Good times ahead