Situating the Appreciation

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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sulasailor

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Situating the Appreciation

posted on Aug 21, 2017 04:15AM

We have all seen the graphs comparing InP and GaAs sales going forward, that argue the logic of focusing on the InP 100g market rather than AOL. Personally, I am not happy with the graph based on the philosophy of ' lies, damned lies and statistics', I believe that there are potentially holes in the company's logic. It appears to me to be guilty of 'situating the appreciation'.

If GaAs integration of Optical and Electrical components on a single monolithic IC is truly ground breaking and truly disruptive, then the figures shown on the comparative graph for GaAs are meaningless as they cannot possibly project value of sales for something that is not yet invented or out there actually disrupting the market, which we all know is not the case. A different form of projection is required.

The reason for switching strategy is purely economic and we cannot escape the logic of needing a partner given the development difficulties with the 4th Terminal issue, but to try and sweeten the bitter pill of disappointment by sort of saying' it does not matter as there's much more money to be made in the InP' is just manipulative.

I want a POET product ASP. The current excitement regarding new Analysis is clouding this issue.