posted on
Nov 28, 2023 11:24AM
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
Message: Re: Zacks
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$5.60 USD = $7.61 CAD. I think some people don't understand that this represents what the current value should be based on the peer group.
Clearly if POET becomes a defacto standard for optical integration based on cost and performance as industry migrates to higher data rates this valuation should grow. POET has a unique capability that current silicon photonic platforms can't match.
POET is speed agnostic and is an integration technology. 200G will be based on the integration of Thin Film Lithium Niobate fabrics.
At some point the reality of what they are building with the ability to continue to advance and produce new applications is going to be recognized.
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