oldgreg: Yes these things take time and by that I mean years.

Yes, absolutely! I would say (or at least ChatGPT and Bard do so) that a photonic innovation takes 5–12 years from start of devolopment until products are actually sold in the market.

Considering that the Optical Interposer development started in 2018, we are only at the lower end of that range – and thus well on time. This is especially true given the pandemic-related issues – you remember the severe shortages of chip makers’ capacities, don’t you?

Also, please don’t forget that at the end of our development cycle, there is not just one single product, but rather many of them, coming to market at short intervals, and they are promising attractive profits.

Okay, POET has yet to prove that last and crucial point, and that is an uncertainty that is troubling many here. However, I think it is only a matter of time – not if, but when. After all, POET is not launching products in the vague hope of finding customers for them, but those customers are already there – their names being publically known or not.

I had actually assumed that the market would see all of this as well and would value POET shares accordingly high in advance and in anticipation of that. I was wrong.

It seems there is more than a single floodgate, and at least one more has yet to open to let the revenue torrent pass through. But that won’t take long anymore now. I can wait that out without letting the negativists here make me nervous.

I rather see the currently ongoing weakness of the share price as an opportunity to add one or the other little share package for cheap. But of course, everyone has to decide that for himself.