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: Falling into place

The rollout is going well.

News releases have been positive and continue to support the possibility of success.

The removal or ex-key members is positive, even though it is hard on one side to step aside from something they've been so heavily involved with, it must be rewarding knowing the new hands have the best chance to bring all to fruition. The old crew were paramount in getting POET to where it is today, and deserve all the praise they have been given, but their passing of the torch to the big guns further supports the end goal of seeing this to market.

Production/supply acquisition is good. No competitor can hold them back or slow them down if they are able to control this. Competing and old technologies (Silicon) will no doubt kick up a struggle to cover their existing antiquated platforms and R&D. If POET have the control and power to produce, access supplies and required materials, they can't be toyed with as easily. They are smart in their progression.

Hopefully they will be able to meet production demands and capacities when the time comes. Rushing will get them ahead, but not win them the race. If this achieves market acceptance and becomes an immediate hit, the inability to meet demand and orders could just as easily kill it. They certainly know this and will aim for a well timed rollout and production quota.

We'll most likely see further acquisitions and deals put in place. Legal will certainly have their hands full too. Would expect shares to be issued if/where needed, but they are doing most everything right it would seem at the moment.

The stock was at $2.87 a few years ago based on little more than a hypothetical evaluation with a lot of "ifs" atached. Many of the pieces are falling in to place as we stare at $1.20 range. Low value is not a bad thing until things start rolling in. Quarterly reports should all meet expectations and see an uptick versus setting the bar and value too high too early and seeing it killed each quarter.

This seems to be being brought to market with great care. Very encouraging and has added much more value for me as of late than the stock price ever has. I'm extremely comfortable at this point to sit on my investment for many years and watch this continue to transpire as it has.

Great job to the old and the new team!

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