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: Re: Perspectives on POET's stock price

Timotao,

You stated

"This bodes well for POET, and its advantages. Even if the others can eventually compete, there is a premium on speed. There is no half a decade to waste on catching up. The penalties are too high for failure to keep up. The balance of system parts are really expensive, think NVIDIA processors at $40k each. There is no need to add a weak link to these systems and no time to catch up."

I agree wholeheartedly with every nuance of this quote, just to flesh it out a bit more, if someone finds out Poet can deliver 1.6T, do you think the competition will just let someone run with that and say, hey hope it works out for ya. Not a chance! Do you think Open AI or Google that's trying to compete with them, are just going to let someone go ahead and take the lead so easily, you're 40k Nvidia processors proves the point, they cost significantly more and yet, they're selling like hotcakes. These big players will outspend each other to bring the latest and greatest to the table so they can market it and take that worldwide lead in best AI search results (and it better work or they will be in th time out corner for awhile.

We are playing in the hottest space in the world right now with the products the biggest and Wealthiest Companies in the world require.....let that sink in. 

Have we made inroads? Foxconn, Luxshare, CAI tells me we have so buckle up, this isn't a meme stock, this is an AI company with products and a roadmap. It's time to execute!

 

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