This is what I am talking about, Could we not say this in simple terms,

Suresh as the Chairman and CEO maybe you can give us a brief introduction to Poet for people who are not familiar with the company. We’ve got a very broad audience. My guess is some of them know you but some of them probably don’t.

[SV 1:08], Good morning, good afternoon, good evening, … depending on where in the world you are. That definitely applies to me. Its great to be here to talk to you about Poet,

Could we not say the below in simple terms

what we’re doing, what we’re about. So fundamentally at a very high level Poet is a photonics hybrid integration company. There are two major buzzwords in the industry today, especially in Europe. One is hybrid integration and the other is silicon nitride waveguides. Basically we do the combination of those two. We’re a hybrid integration platform using a novel application of dielectric waveguides that assist in a seamless integration of electronics and photonics, and the assembly is done at wafer scale, testing is done at wafer scale. That provides the economies of scale as well as the size and form-factor and performance benefits to really any photonics sub-system that you want to design.

Same thing for the below

Our primary approach to business development is to apply our technology to the kind of broadening field of data communications where we can provide subsystem level optical engines either with or without the electronics incorporated in it for a variety of different market applications. In data communications, we’re currently deploying through qualification our 100G/200G optical engine that we have designed and developed for either CWDM or LR4 applications. The major value proposition for Poet really is form-factor, cost, architecture and then economies of scale associated with the ways we do our integration. Fundamentally we have an innovation that allows our customers to innovate. And that’s what we’re really all about. You know we provide capabilities to the customers that they haven’t seen before, and they have an “A-ha” moment about how they might want to architect new products. We enable customers to innovate in this space. That’s kind of what Poet’s about.

This question we should have been able to blow it out of the park

[AH, 3:33] Let’s talk about what an optical interposer is. Its not a term that I think most people are familiar with. Sounds very technical for most people. What exactly is an optical interposer and how exactly is it different from the approach that is more commonly used today?

[SV: 3:56] That’s a great question and through a variety of different exercises I’ve been trying to simplify the message as to actually what it means and what it does. Let me see if I can play this out for the audience here. An interposer is anything that interposes between two mediums. So it basically is a means of communication. Hence the word interposer because we enable communications between individual components. Now why optical interposer? Because there is a term called interposer that is very widely used in the semiconductor industry. Its been in production since about 2015 and that’s the electrical interposer. And the electrical interposer is basically just called “the interposer”. Nobody says “electrical interposer”. We have to qualify specifically to say optical. So an electrical interposer interposes between electrical chips. It enables electrical components to communicate with each other when they are placed in close proximity on the interposer. Examples of electrical interposer, such as graphics and memory. AMD does it and Nvidia does it. There is processor and memory. Intel does it. And they call it something else but its fundamentally an interposer. So there are various companies that as a consequence of needing high speed communications have migrated to this concept of an interposer to enable co-packaging or close proximity placements of electronic components. What Poet’s been able to do is build upon this interposer concept and layer on, if you will, an optical medium that enables communications to occur optically. And when I say communications to occur optically, I mean guided optics through waveguides. What Poet’s been able to do is to create 1 to 2 layers of optical connectivity in the interposer. So that allows a degree of functionality that we haven’t really seen in the industry before. And what’s particularly unique is that the electrical and optical interconnectivities don’t interact with each other. So they can crisscross. There is a significant utilization of space, and our form factor benefits as a consequence of that. So that is what we call the optical interposer. Now how does it vary from..

Could any lay person really understand this?

I really don't think so, this I believe is our problem.

trini