Re: How Poet Looked At OFC: According to a Person Who Was There
posted on
Mar 13, 2023 09:02AM
Bigbaby I can just imagine your conversation with Kevin. If the deceptive posting you generally commit to on this forum is any indication I would think that Kevin put you in your place.
In terms of LWLG, have they had a breakthrough recently? Have they found an extremely low temperature hermetic seal required to remove the gold box? It does not surprise me that Lebby has the ability to shut up a crowd. Look at how successful he has been in his ability to promote this modulator despite the number of years he has been at it. He is a good promoter but at some point doesn’t he have to produce a product?
That being said, LWLG share price is still dropping and it's not because of a temporary warrant overhang that I am aware of. So why has LWLG continued to drop even though Lebby presented at OFC and shut the crowd on the subject of long term reliability (according to you). POET has the ability to integrate material sets and pick the best in class devices for integration. Why is Lumentum supplying POET with their most advanced DML? Why isn’t POET doing a deal with LWLG? If there was no issues then POET would be right there I would think. But there are issues and that is why it is taking LWLG so long to get a product developed. You can spin it anyway you like but b0ttom line. LWLG still does not have a product.
And just to let people know the warrant money goes into the Canadian account. At least that is the instructions I have.
I have seen no indication of any company reporting matching POET’s cost reduction as they utilize wafer level production assembly including testing and burn in before the die are singulated.