Re: Confessions of a former Analyst

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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Andrea Koch

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Re: Confessions of a former Analyst

in response to

Confessions of a former Analyst

mcnabbpa

posted on Sep 04, 2013 10:12AM

I'd say these are the reasons why I invested in POET.

The strategy (and I include the product here) is very forward-oriented, to say the least. As far as we know the product is unique and badly needed, which make very good ingredients for a decent strategy.

The company definitely operates besides the current quarter. Some people here have high expectations regarding the current quarter. I have them, too, but I wouldn't base my investment decision solely on this quarter's outcome.

Well, I haven't met the entire management team yet, so this is the weak point of my investment. However, a guy who has worked on this stuff for decades and a team that has accomplished several of those milestones gives me good confidence.