No such message found

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

Free
Message: Re: Apple Joice - a long Summer draught

I thought I would add my 2 cents. Just about everything that POET is doing probably is and does have to remain in secret in the best interest for all shareholders. The distancing from the TRAB, Apple's progress or hints of progress, i.e. the glucose montor on an Apple watch (possibly-speculatively- being a POET product still in development under NDA) and the silence imposed on our current IR along with any misinformation leaked to the public, could all be distractions by design. The Tony Blevins thing got out, the CIC video was a leak, and since then damage control has probably been executed to contain POET's wonderful advancements. Any news we got so far has been only a scratch on the surface (that is, the more direct stuff), and the rest has been generalized by phrases such as "in advanced discussions, NRE in 12 months, etc.". Ajit's work was apparently done and we were advised that the TRAB has been dissolved BUT can still advise POET when called upon. To me is it like spoiling a child's fantasy that Santa Claus is not real, but then damage control takes over to make the child believe it is still real so that he/she doesn't grow up mistrusting his/her elders. Then, finally, the truth comes out and the child as an early tween finally learns and excepts that Santa Claus is not real.

In the meantime, the market cannot price POET's potential accurately without concrete information that is probably tightly-held because of the damage control and NDA. However, I do feel it is time for POET to be given a wee bit of slack and come out with some evidence to support a higher share price as this being kept in the dark seems to be going on way to long. We all have the right to be concerned about our stalled share price seemingly and perpetually hovering at or near lows. Perhaps, the market in general needs to be thrown a meaningful and understanding bone so as to shore up POET's share price and get people talking about this stock and its tremendous future. More people than just this forum need to know. Speculation around some more reasonable and concrete information will help the stock and most of our concerns in such a gesture by our management. They need to be clear on what wiggle room, they have, if any; or, they should at least be able to say with reasonable certainty of when they anticipate to have the optical engine in the hands of un-named customers as an example.

The above are just thoughts and not necessarily facts that we need. We do need clearer guidance.

Monolithic

Share
New Message
Please login to post a reply