Re: Latest issue of Semiconductor Today
posted on
Aug 30, 2014 10:53AM
Thanks for posting the ST mag article Monk...I must say it is the first time I have read through that magazine( slightly lacking some dd on my part;)).
Two questions arise for greater minds to answer/ ponder....
1. Where has POET been getting their GaAs wafers from? I notice a few ads for companies that solely produce wafers, such as III/V Reclaim. Would poet purchase' stock'' wafers from companies such as this and then play with their own etching machine to 'make' the POET part? Or did they get their GaAs wafers from BAE? How many wafer have they been using to 'practice' on?
2. There are many great articles in that magazine and I have since signed up to receive it. Page 18 in particular speaks of a company by the name of Peregrine and its 465million buyout by 8.4 Billion dollar Murata. They are working in GaAS tech currently( monolithic power limiters) I believe , whatever they are;). Why are companies such as this not looking at POET NOW and dropping money here? Is it because all we have to offer right now is a wafer and the promise of turning it into the fastest thing going? Or are we already a level above this with the NDA discussions going on behind closed doors with bigger companies?
I know the consensus is that ' no one is doing what POET is doing' amongst us. When and if we do see interest and proof that we are the one, this stock will go up and order of magnitude inversely proportional to the size of the gates Taylor has been working on! IMHO...
Just trying to understand the industry and our current status a little better. Again thanks for posting that MONK and all the great reads lately. Thanx all...
G
PS. Thanks for the page break tips! It worked! Yay!