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: Zacks report on Poet
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I highly doubt all the module makers are dealing with Poet, but I'm sure the ones that aren't, will be losing share (hopefully very soon) due to the lower input costs of their competitors using Poets OI.

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