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Quan Gork: Here is more confusion for me. If they really were to have the AOC ready for sale in Q1 2017, then why this statement? (bold is mine)

At 00:14:47 of the THM Suresh "The DenseLight acquisition, which is now closed, the BB Photonics acquisition is ongoing – we just announced it today and we probably go to a closure over the next week – accelerated our product time to revenue by about 18 months"

Product time to revenue accelerated by 18 months, to me means we have product sales now (from the aquisition), but without the aquisition, "18 months for product time to revenue" would be November 2018. ??

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This has been discussed at the german forum, too. The statement indeed is confusing – what do they mean with „product time to revenue“?

• Did they talk about POET-Products only? AOC is announced for Q1/2017. This announcement was made some time ago, especially before buying DL and BB. The announcement is still valid and has not been changed. Does it mean that BB and DL were planned ever since and without them the AOC would have been ready at Q3/2018?

• Did they talk about all procucts including DL? DL products are sold today. So without DL revenues would start Q4/2017 – doesn´t fit with AOC-announcement Q1/2017.

• Did they talk about the first LongReach/BB-product?

Rainer (again) made a suggestion, that is sound: Without DL they would need 18 months more to build own sales structures/channels.

Having a product (AOC) at Q1/2017 doesn´t mean they have lots of revenues at Q1/2017. I think they should have said „accelerated market penetration by about 18 months“ or something like that.

I hope that helps.