Re: Worst-case scenario

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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POET 2020

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Re: Worst-case scenario

in response to

Worst-case scenario

Rainer

posted on Mar 24, 2022 02:47PM

Hi Rainer.

Hope all is well with you.

That would be a fairly accurate worst case scenario.

However, we know we have 4 or 5 committed customers, with more to follow.

With that said, I am a firm believer that we will see institutional buying once POET confirms

"Design Wins" ... which will follow Beta testing.

Design wins means guaranteed sales, production, margins, profit (EBITDA) and future growth prospects. That is what analysts / institutions will thrive on.

Design wins should be the golden milestone(s) to serious buy-in by many.

If production is on track for 2H 2022, Design Wins should start to be announced in Q2 and onwards.