Re: Is there a connection between POET and the closing of the Anadigics take over

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rockymica

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Re: Is there a connection between POET and the closing of the Anadigics take over

posted on Dec 02, 2015 02:20PM

My thoughts are that the visit ti Taiwan and Singapore are very telling of their strategy. I beleive they are ahead of the prototype for Q2 and if some kind of deal is signed to deliver the VCSL's it would be in the millions and Anadigics is too smal to supply such numbers. I would look for some kind of arrangement with TSMC or Global Foundries in Singapore for the production to be delivered later 2016 or 2017. I would expect some NRE in next couple of months to confirm this. This seems logical to me.

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