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: Re: Narrative Change
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Narrative Change
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oiposter
Sep 16, 2021 08:22AM
Re: Narrative Change
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iamsorry
Sep 16, 2021 08:31AM

"I'm sorry, but the narrative change I'd really appreciate is short term revenue guidance."

We unfortunately only have partial information on slide 17 (only JV SPX revenues from 100-400G Optical Engines, no other future production capabilities, no other verticals):

Introduction to POET Technologies (poet-technologies.com)

Question: What year are we in? POET reported the official registration of SPX in March, so I think we are in year one - minimal revenue.

This is another reason why investors do not rush in - this is what Poet forecasts and there is plenty of time if nothing else comes around...

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