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: Re: My take on THM
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May 17, 2016 10:22PM

Wow, with all due respect, did we listen to the same presentation, because I also listened to the presentation both live and again after the market closed, and I was very impressed by the plan they brought to the table.

The detector and AOC as Poet's first products are still very much in play. Suresh made specific reference that the COO was at Wavetek last week continuing work on optimizing the VCSEL. And they said while the Anadigics situation set them back on the Q2-Q4 prototype targets slightly, they are fully confident in recovering the time lost. Ajit followed up by saying their quarterly timelines are not going to be off by more than a few weeks.

A question was asked at the end to the effect of "Are DLs products needed for Poet's technology to work?" And the answer was a direct No.

This call was supposed to be about why the acquisitions were made. That was telegraphed back when the DL acquisition was announced after the halt. So no surprise for me there. Getting the detailed product roadmap was a big bonus from where I sit.

Been a shareholder since 2012 It's about time the company is focused on customers, products and bringing it all to market instead of endless financings, empty promotion, and borderline pumping.

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May 17, 2016 11:08PM

May 18, 2016 07:08AM
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