Re: POET Technologies Announces Sampling of 200G FR4 Transmit and Receive Optical Engines for QSFP56 Transceivers for Cloud Data Centers and 5G Connectivi
posted on
Jul 06, 2022 12:19PM
I think for the very long road of high capital risk (risk now greatly reduced) combined with the stunning level of industry disruption outlined by many here in the know, yes a mere 5x on today's SP valuation would be incredibly underwhelming IMHO.