Baba I decided to read your post a second time. I suspect much of what you posted is what the majority of investors believe?

“There apparently is something not so good happening with our "products" not sure what.”

“Are they not yet ready, because we can't figure some key tech issue out, or are they pretty much ready, but no one is interested due to either performance or price or both?”

It is clear that POET has a history of promising releases of their big guns only to have those targets dropped, reorganized or just plain removed from public view.

If we just focus on recent history and not on the GaAs platform as I think we all have a pretty good idea of what those issues were and the need for further development…time and money.

So let’s look at work being performed at DL. The product lines have been expanded and are highly regarded by companies who are using those products. One just has to read a few of OZ’s posts to recognize this. So they are building products now in the upgraded facility with an expanded workforce that should have a significant impact on the bottom line as the industry using those products expand (demand growth).

That is not something that will excite the market until they see financials that reflect that growth. It does not mean it is not happening or there is some problem or as you say “something not so good happening with our "products" not sure what.”

What we are all very focused on is the big guns in the POET DL/BB arsenal.

The end of Jan 2017 POET made the following statement:

“Poet Technologies Inc. will release in the second half of 2017 a low-loss, low-cost micromultiplexer and demultiplexer product for 100G and above transceivers based on the technology developed by its subsidiary, BB Photonics Inc.”

It did not happen? Why not? I do not believe that it has been explained by the company at least not directly.

This is what was said about that planned product offering at the time:

Bill Ring, senior vice-president of Poet Technologies, stated: "The low-stress dielectric technology the company has been developing enables implementation of compact, highly reliable multiplexers and demultiplexers. These products are more compact than competing silica PLC [planar lightwave circuit] or thin film filter technologies, enabling the integration of increased waveguide functionality to reduce packaging costs."

The key features of the product are:

• Arrayed waveguide devices with mode converters;
• Low insertion loss;
• Matching of the output to single-mode fibre;
• Elimination of coupling optics between the waveguide output and single-mode fibre;
• Low rate of change of the filter response with temperature of minus 0.014 nanometre per degree;
• Low-polarization-dependent loss equivalent to silica PLC devices;
• Smaller footprint than silica PLC devices;
• Telcordia qualified.

Poet Technologies is offering this low-cost family of products to transceiver vendors as an alternative component for the integration of discrete packaged devices with a large number of wavelengths in a more compact footprint. The technology is well suited for LAN WDM product solutions.

Engineering samples are expected to be available in the second quarter of 2017, with production commencing in the second half of the year.

So where is it? We have heard that POET decided to complete the integration of the MUX/DEMUX into optical engines which include the detectors and lasers that are built by DenseLight. These are the same optical engines that have been firmly planted in the roadmap for 2018. If they can maintain those targets then we should begin to see a very rapid accent of POETs income that has been projected in their presentations for the 100G products.

So why did POET decide not to update us on the status of the MUX/DEMUX for the end of 2017? That is a question that generates a lion’s share of the negative market response and leads to questions about technical problems. I believe it was purely a decision based on commercial benefits. Increasing the ultimate value of the platform in order to achieve greater profits.

POET has failed at providing shareholders with this view and the end result is a continued loss of confidence to keep shareholders informed. And we can extend that to include the India RFP.