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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Message: The education efforts will continue.

It has been a week since the news release and the efforts to fill in the details are still on going. The value of the Optical  Interposer will eventually be understood sooner or later. If we look ahead not just to different applications but what they are currently working on with 400G we can anticipate that POETs solution will probably accelerate the roll out. As POET delivers solutions to the ASIC there will be a need to address the supply of active components well beyond the capacity that could be achieved at DenseLight. That will mean licensing Tier 1 suppliers. Once that happens the value of this company will accelerate as it too becomes a major player in the market. That is  a ways off but I  think once industry has seen what the technology offers it will happen quicker than what is being currently being projected by POET.   

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