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: POET & DenseLight’s HIPP

Hey Breeze, agreed the way things transpired with Denselight were not ideal but they didn't just walk away empty handed.  In lieu of the $2.5M, the company renegotiated terms of the supply agreement with Denselight.  Likely meaning, lower costs (per widget) for POET and greater profit margin; especially important when we assume explosive growth with production ramping to very high levels over the next few years.  I'm willing to give TM and Co the benefit of the doubt, the company may do just as well (or better) in the long run given the amended agreement as opposed to the $2.5M up front, IMO.

 

 

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