Maybe easier if I just cut and paste -

In terms of our PTK investment, i.e., those of us going back to the Opel Solar days, are the old timers, though I prefer to call us long timers.  :)

Back in those days, I kind of understood when those of the more technically competent people on the board talked of Moore’s Law, doubling the number of transistors every couple of years, the end of silicon, the future of gallium arsenide, charging your phone battery once a week, all roads lead to POET, etc.  

Maybe I was always lost, but I think you guys started to lose me around – it’s just engineering now, the 4th terminal and the pivot to indium phosphate.

I read the forum religiously along with the links to articles and the explanations and all the great dd, read the press releases, watch the conferences and AGMS and I realize that, at the end of the day, I don’t know my app from 2ndbase.

So, last week, for me was an awesome week because …… wait for it ……  a light went off in my head.  It may have been kinda dim, but there was a flicker!  I think I finally started to understand my investment in Poet Technologies!  I’d be willing to bet that others are in the same boat.  I clearly have just barely scratched the surface of this technology, but hey, it’s a start.

During the recorded video meeting with George at Agoracom and Suresh and Vivek from Poet, Suresh’s explanation of water running out of the faucet into a coupling on a hose, trying to minimize the amount of water that spills out at the connection and trying to maximize the amount of water flowing out of the end of the hose was a revelation to me.  I thought, so that’s what they keep talking about, Poet’s efficiency - minimizing loss of light at one end and maximizing the amount of light coming through the other end.

So, in my rudimentary, newly found understanding, is this what FJ was talking about when he said in his post of Dec 10 under the title Intel’s presentation at OIF Webinar – “Co-Packaged Optics – Why, What and How”:

"So it is really key for remote lasers to reduce that coupling loss. Although operating the lasers at lower temperature does not compensate for the additional 4dB of loss as demonstrated by the circles on the graph. So it is really key for remote lasers to reduce that coupling loss. Although operating the lasers at lower temperature does allow them to emit higher output powers."

Later that day, another poster, Callofthewild, said the following

“When I tell friends and family about Poet I say that their product acts like a bridge between electronics and photonics.  Obviously it's way more complicated than that and way over my head but people can understand a bridge.”

That also hits home.  So, obviously there are ways to explanation this technology in ways that laypeople and non-techie investors can understand.  As has also been discussed here, we also need to explain how Poet’s technology can/will help manufacturers improve their products and how that will benefit end users. 

I’d loke to see Poet hire a great communications person to sit with them, really understand what we have and get those messages across.  Then, we’ll see volume pick up along with the increase in the share price.

Well, that  and ………………………..naming the NA Tier 1 that Poet is working with and the announcement of sales figures!!

As Shash likes to say, IMO

Thank you to all the great posters on this board.

Good luck and best of the season to all!

LZF