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: Revenue explored
34
Jun 28, 2017 02:37PM
5
Jun 28, 2017 03:12PM
1
Jun 28, 2017 07:36PM
7
Jun 28, 2017 09:25PM

I think the reality of the PoET situation is slowly coalescing in the group conciousness here on the board and elsewhere. The GaAS side of PoET is still in R&D and the horizon is still at least 18 months away. They give that away on slide 22 "all on a similar EPI stack"....not..."all on the same EPI stack". There is still time consuming work and testing to be done. The notion of quick riches based on the "holy grail" monolithic chip is as passe as 2013, which is when, it would appear, many here thought it would happen. There is still potential for that, but it is over the horizan for now. There are no NRE's, partners or anything else related to it as yet, because it isn't funtional as yet.

This is where SE's comment becomes valid. There is a new game in town that can show some very impressive returns in the short term, and that's the InP Hybrid integrated platform. We were told, if we were listening, when the DL/BB event occured that management felt it was necessary for the longterm health of the company. Considering what Bill Ring and crew were working on in the UK at the time, it made sense. Singapore seems to think so and the rapid expansion of the facility is the "show me"

You can rail at the gods for some percieved injustice if you choose, you can sell at a substaintial lose, or you can accept the timelines that management has been giving for some time now and see what the AGM has to say, either in person or the audio link. Think about a shareprice influenced by InP platform sales and weigh that against a shareprice influenced by another financing.

But most of all, do something proactive, do your own due dilligence and stop whining on an internet forum!!!!!!

I am not in this for PoET classic, or Poet light or DL/BBP, quite frankly, I'm in this to make money.

2
Jun 28, 2017 11:22PM
3
Jun 29, 2017 12:47AM
6
Jun 29, 2017 01:11AM
23
Jun 29, 2017 01:23AM
6
Jun 29, 2017 07:04AM
5
Jun 29, 2017 11:38AM
22
Jun 29, 2017 11:43AM
7
Jun 29, 2017 11:55AM
28
Jun 29, 2017 11:59AM
23
Jun 29, 2017 12:41PM
NRE
23
Jun 29, 2017 02:48PM
40
Jun 29, 2017 04:23PM
32
Jun 30, 2017 10:07AM
2
Jun 30, 2017 10:44AM
11
Jun 30, 2017 11:00AM
44
Jun 30, 2017 11:52AM

Jun 30, 2017 01:57PM
1
Jun 30, 2017 02:04PM
6
Jun 30, 2017 03:02PM
2
Jun 30, 2017 03:55PM
14
Jun 30, 2017 04:30PM
4
mo
Jun 30, 2017 07:15PM
Share
New Message
Please login to post a reply