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: Beta-Timelines and their consequences

I don't have access to presentations just now, but if memory serves me well we had a few hints on timelines after the China-show :

 "betas in Q1/22"

"we'll receive new wafers from Accelink in January"

and then yesterdays remarks on subsequent qualification of the betas and the moduls the interposers are built in.

So I don't expect any material order based on these betas in Qi or even Q2 and I guess the POET Mgmt also realized that they can't wait for the desired "position of strength" for the Nasdaq move. Yet there may be some smaller news from people that are working based on alpha-samples or customers that seek attention as "first movers".

Good luck to POET and all of us - we will need a bit of luck and it had better come "soon".

Cheers!

Germiston

 

 

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