That is interesting disco as I recall from discussions at the EC (if I understood correctly) POET is expecting to use 100nm on the silicon side and 400nm on the dielectric side. Again those were rough numbers and I think that was being referenced but totally makes sense. It sheds an interesting light on the 90nm process that GF is using. In my opinion it would not be surprising if there was something there given the history of Ajit and Suresh. Total speculation. Hopefully we will see some information come out from POET on the Optical Interface platform soon to give us a better picture.

Wouldn't that be great if POET was working in parallel with both Accelink (on the transceiver) and GF on the ASIC?

Again this is total speculation on my part but I think it makes sense. Suresh pointed out that he can talk to anyone based on the capabilities of the platform so it is logical in my opinion that he would want to talk to the people at GF where he was in charge of new technologies.

Skills and talent already aboard. Perhaps more important than the physical manufacturing capability

is the technical knowhow, especially considering POET’s development stage. We believe POET has the

technological wherewithal to deliver to its stated goals based on the combination of professional talent

and physical assets. Specifically, leading POET is CEO Suresh Venkatesan, who has invaluable

experience garnered in leading GLOBALFOUNDRIES’, a greater than $4 billion company, technology

and research department. Venkatesan holds more than 20 U.S. patents and has co-authored more than

40 technical papers apart from managing the technical development of one of the world’s largest

semiconductor manufacturers. Perhaps most important to POET’s future is Venkatesan’s experience

driving integration. Device integration is the heart of POET’s value proposition, and relevant experience

integrating functionality is critical to delivering to the company’s expressed targets. GLOBALFOUNDRIES

manufactures semiconductors for the likes of Qualcomm, Broadcom, AMD, and STMicroelectronics, all

leading semiconductor design and manufacturing companies. Each of these companies had its own

manufacturing and development agenda, but assuredly, an integral aspect of the agenda at each included

integrating an assortment of logic functionality. The responsibility for driving technology adoption fell on

Venkatesan, and at a much greater manufacturing scale in concert with GLOBALFOUNDRIES’ $4 billion

revenue level as compared with POET’s current situation. Supporting Venkatesan’s effort is Bill Ring, the

past CEO and President of BB Photonics, where the development of arrayed waveguide gratings (AWG),

also known as an optical phased array, forms the mux/de-mux function of POET’s hybrid integrated optical

engine. Ring has an impressive semiconductor related resume of its own right, and built an operable

mux/de-mux in dielectric material expected to simplify the integration process, as previously explained.