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: Quarter 4 make it or break it for POET
8
Sep 30, 2016 04:08PM

Dear Trini,

I go along with make but not break.

If you mean that for some here hitting Q4 milestones or not is the basis for their continued investment in PTI or not. Well we all have to set our limits so fair enough. But good passages take time and a steady hand on the tiller and fair weather. Building this company and its portfolio of priducts, clients. its reputation and goodwill will take longer than Q4.

I'm concerned your use of that phrase, and you're not alone in doing so, rather implies that we're in the last chance saloon. Not so, I have every confidence that once we have a product things will improve but building the company envisaged by management, with a good name for itself within the industry as a successful company with a unique quality offering, will inevitably take time, concise business actions, recruitment of the right people and an element of luck.

I can see scenarios still where accelerated progress occurs, I can see the potential for a feeding frenzy once investors realise the value proposition inherent in a disruptive technology so cheaply priced, but the safest approach is to expect steady growth with perhaps some acceleration as product acceptance bites.

For this company it's make and make at best and make and mend at worst but break does not feel like a word this management team woild allow enter their minds and neither should you.

Sula

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