Small Potatoe,

Great post!  Looks like Poet has been working with them prior to this event. 

HOW WELL DID THE PRESENTATIONS GO?

That can easily be summarized by this powerful quote:

"“The companies that attended the live demos now know who POET is and the significant value that we can provide to them.  We were already engaged with a few customers, such as Fibertop and their commitment to adopt POET optical engines in their optical modules is a breakthrough for us.  Other companies requested samples of our demonstrated products, and several more want to either engage in development contracts that would incorporate POET Optical Engines in their products or have POET incorporate their components into POET’s Optical Engines. Numerous opportunities for increased customer engagement in China, including with some of the largest players," 

I also like this from todays announcement:

Attracting the most attention was POET’s demonstration of a 400G FR4 transmit engine done in connection with SiluxTek’s high performance Silicon Photonics-based modulator, as a two-chip demo. Over the next several months, POET plans to transform the two-chip pre-Alpha prototype into a fully integrated transmit and receive Beta product for sampling to interested customers.

I believe this is in the wheelhouse of our NA Tier 1 customer. Glad to see progress moving along here as well. Since we are looking at production around mid 2022. Should be some other big names attached to this market segment as well.

I also see this announcement of FiberTop commiting to near future orders as bone thrown our way. " Hey we have revenue coming, we'll announce figures once a PO is in place"