With Most of PoET's gruntwork done, qualification is all that remains

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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monolithic

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With Most of PoET's gruntwork done, qualification is all that remains

posted on Dec 27, 2018 02:11PM

My expectations quoted here from T. Mika's interview are what I expect after qualifications are done.

"Our growth strategy is to capitalize and take share of the explosive growth of the integrated optical transceiver market, which is estimated to grow to $20 billion by 2025 from $3.2 billion today. Our first step toward that goal is to ensure that our Optical Interposer solutions for data communications are qualified by our existing large customers as well as other large datacom and telecom customers for incorporation into their products. This is expected to drive large organic growth much faster than the overall market, which itself is growing by over 25% annually. We are also developing applications for the Optical Interposer in telecommunications for Fiber to the Home, 5G cell networks and automotive LIDAR. "

In otherwords, an annual growth rate exceeding 25% with PoET's interposer. That would make PoET a high beta stock and with that an eventual high beta valuation.

Holiday greetings to all (from the Earth this time rather than the ISS space station).