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: Agm-my thoughts

Andy, thanks for your thoughts from the AGM and specifically in regards to Ajit. IMO Ajit is probably still trying to understand or get his head around the Poet technology. Of course I believe he understands the value in poet and what it means to the industry or he would not have taken the position. There would be alot to digest- different vertical markets, future technological Poet road map (Pet- Poet- quantum computing), manufacturing multiple chips into one, etc. Also the technical challenges of working with a new material, new processes and fab adjustments. There are a lot of moving parts but I think it is just a matter of time. The industry clearly needs a new solution.

I think things are finnally coming to a head, we don't know exactly when but all indications are pointing toward that it is coming. Once our PET TDK is out and potential clients can see our chip performance metrics I think it is going to force the hand of industry to sign licensing deals with Poet to gain an advantage of being an early adopter. Hopefully we can back up the PET TDK with prototypes for tangible proof. We have the TCAD company, we have indications of a fab partner (GF?), bring on the customers.

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