"If you just looked at the slide and assumed a conservative price percent penetration rate, in 2021 the revenue stream is already more of $125 million and that gives you a sense of the upside potential that exists with this company relative to its technology and its solution."
"We’ve got a very high capital efficiency model with a fully-equipped photonics manufacturing facility and we’ve got a source of sustained competitive differentiation with a broad portfolio of patents that protect us and provide a barrier to entry."
These are quotes from Suresh Venkatesan, taken from last Friday's conference call transcript. We have already had considerable contributions to the transcript and almost one half of the conference call is covered by the transcript.
If you want this thing completed, why not jump into this Google Docs document, listen to the audio and provide a paragraph or two? In the past, these transcripts have proven to be extremely helpful to better understand what POET is about and what POET is up to.
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