April 25, 2023

POET has entered into a co-development agreement with Celestial AI.

POET says that Celestial AI has signed on for development and production of the POET Starlight for use in its Packet Fabric platform; the AI accelerator startup also has issued an advanced purchase order to POET for initial production units.

Pricing of POET Starlight has yet to be determined, POET knows that it will offer Celestial AI savings of up to 75% over what’s currently available from other light source suppliers.

on April 10, an analyst said POET’s relationship with Celestial AI “could represent $800 million in potential revenues by itself. We believe most if not everything Celestial is planning to sell contains POET.”

MY computations (guesses):  4,000,000 CAI products & 1 POET Starlight @ $200. = $800,000,000.

If 2 POET Starlights are needed, then possibly each is priced at $100. = $800,000,000, or

2 POET Starlights for $300. = $1,200,000,000.

Additional consideration:  The evolution of what CAI is now developing needing double the number

                                      of POET Starlights (4?).

Don't lose faith in your stock.  Eventually the wounds will heal and all will be a distant memory.

There are so many positives coming our way soon and they will more than make up for the

additional dilution that we are about to be subjected to.  Enjoy your weekend.