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: Poet is still unknown in the industry we meed a Big Bang!

So true! In the eyes of others, we are a small company with a few employees promising to save the world or something like that. That's awfully hard to believe! If someone finds a solution to break Moore's Law, it must be one of the big names – but not a tiny firm no one has heard about, right?

The other point is that disruptive technology. People don't like disruptions. People feel comfortable with what they know. There must be a very good reason to leave common ground and have a closer look at something disruptive. In our case Moore's Law turning into "Moore's Barrier" might be such a very good reason. Still people don't like disruption. It's risky, and some might find it too risky. All this might be the reason the SP is low. Well, if there were concrete chips and a concrete partner, that would take away a lot of that risk and make POET a much more conservative investment!

I believe (more speculation ahead) the reason for Atomic being quiet is not that they are lazy or enjoying their summer holidays, but that they are preparing a carefully designed campagne. Given the obstacles mentioned above, this won't be an easy task and will take a considerable amount of time and testing.

In my opinion this campagne will kick off when the circumstances are right – whatever that means. The share price taking off as early as possible should not be our top priority, but rather having it fly as high as possible. So I'll prefer to wait some more time for more to achieve. And to collect a few more shares while they are cheap.

Andrea

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