Re: Selling it hard this morning...
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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
Message: Re: Selling it hard this morning...
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Those are R&R estimates which they call conservative.
If POET is successful at delivering a qualified 100G solution at costs approaching $1/G then I think it is a given that industry will want POETs supply chain increased as quickly as possible to supply data center growth. Recognise that the level of sales quoted represents an extremely small fraction of the market.
We don't have any history to go by in this regard as they have never had anything but low volume products with limited demand in the market before.
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