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: How POET could compete in a high volume, low margins market
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Green88: Rainer's exact words in part were, "Assuming POET can offer its VCSEL transceivers at a market price that is below its competitors' costs, ...."

So the assumption part was in regards to the price at which POET would offer there AOC's to the market and if that would in fact be below the manufacturing cost of current market competitors and not whether POET's manufacturing cost will be lower than the competition's manufacturing costs. An important distiction.

If fact my comparison is in regards to VCSEL transceiver costs, not AOC costs. Of course there are more costs incurred until the customer holds the AOC in his hand, including costs for contract manufacturing, distribution etc. etc.

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