posted on
Oct 20, 2016 03:56AM
Thank you Rainer for all the work you put into this. Can I point out with the following regarding that $125m revenue: "POET is moving into a combined market opportunity of up to $3 billion dollars in its initial (my comment - initial!!!) targeted market of photonic sensing and data communications. These are very specific markets where we’ve got a specific product roadmap and specific product applications that we will be targeting in this time frame." The $125m revenue is only referring to these markets. It appeared that some people thought that this was the maximum potential for POET, but it is just the tip of the iceberg (see the other markets we will be targeting in the CP!). It's also a conservative estimate at that: $125m was based on a very small market penetration (3 or 5% MS). Now, in my mind, products that blow the socks off the competition do not get a 3-5% MS. GLTAL. Monk