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: POET in the right places.

Thanks Mazan. Questions to ask:

1. Why does the time to revenue estimates keep shifting every 3 months?

2. It seems that Poet's approach is increasingly to go it alone to market with actual product sales. While this is probably more lucrative in the long run, is this not a riskier approach than licensing IP, even in the core markets Poet is focusing on?

3. Related to 2 above, while Poet has said they are focused on customers, what is the current thinking around partners? Is Poet still focused on finding strategic commercial partners aside from government or academic institutions?

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