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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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Outtahere

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Question

posted on Mar 06, 2024 11:17AM

If POET has technology that demonstrates a clear path to 1.6T and beyond, and a market cap of a mere $60 million, why has no one from the white hot datacom or AI sectors made an attempt to buy the company at these levels and accelerate commercialization and development of their photonics integration technology platform? It appears to be well past proof of concept and already in the process of diverse commercialization.

It would seem to be a low risk, high reward proposition. Are industry experts ignorant of the potential this technology is purported to offer? Is the technology not as elegant in function as has been stated, have competitive advances in photonics integration surpassed those of POET ?

Given their relatively short cash runway, and with no revenues of their own, (any revenues forecasted will be booked by their joint venture with Sanan IC, SuperPhotonics) it’s past time for the company to explain how they plan to either achieve positive cash flow, or, if needed, to fund operations to that end.