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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Revenue amounts
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timotao
Oct 09, 2024 04:50PM
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Babaoriley
Oct 09, 2024 05:54PM

I think CAI is still working on their second generation? POETs business with Mitsubishi appears to be well ahead of CAI and I expect that demand is going to dwarf the demand from CAI initially. There are a lot of balls in the air right now that need to be rationalized by management.

 Number one I think. POET has not committed to 800G out of SPX last we heard. So what is the new setup? The market hates uncertainty and once again we have unanswered questions. 

There are a lot of knowns, known unknowns and unknown unknowns.

 

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jque
Oct 09, 2024 06:30PM
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Aerialview
Oct 09, 2024 07:03PM
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timotao
Oct 09, 2024 07:53PM
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