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: Tier 1 customer in US for 400g products

So who is this big tier 1 company?

Dave sure talked about them in earnest (from 1:25 to about 1:29).

What we know:

As per Killer66 post: "I was a little unclear on this question of Tier 1 as well, so I took the opportunity after the meeting to ask Suresh - I asked him if “Tier 1”, in the case of their Strategic Partner, meant that they were a company that supplied products to “the big 6”, ie. a Tier 1 supplier.  He said that was correct - so I don’t believe it’s one of the six companies on slide 7, I believe it’s one of their suppliers."

Based in US

Deep pockets and financially committed

POET gives them a solution that they have not been able to solve in house or with other partners

I found it interesting that Dave mentioned the Suresh "meets" with them weekly or by-weekly.  

Anymore guesses as to who?

Anyone have access to Suresh's weekly travels?  short haul?

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