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: Revenue Projections

Okay, so we do have projections for SPX, the only entity capable of producing significant revenue in the near future. As the JV is not consolidated those numbers are not "POET revenue". POET only supplies them with wafers on a cost-plus basis.

Then we have the dreams of large numbers of 400G products for the Western World. Fine. Who is going to manufacture these? Remember we are "fab light"! What alliances will have to be formed? Who is going to report which part of eventual revenue?

As long as this is unclear no revenue projection figure does make any sense. TM would be ripped apart within seconds by professional analysts if he dared to throw around "figures" under these circumstances. It's just not on! Retailors can indulge in wishful thinking as much as they like, professionals have to look at the cold daylight.

Let's hope arrangements are being made to form respective production entities "soon". In the meantime explain to me how you see meaningful projections to be made or stop whining about them missing. Thanks.

Cheers anyway!

Germiston

 

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