We have had some solid updates recently, informing us there are several products going into production in the 2H of this year.

1.0  100G CW-FR4 RX and TX

2.0  100G Custom LR4 (we should dominate the market with this one)

3.0  100G Custom FR4

4.0  200G FR4 RX and TX

5.0  400G FR4 RX (was 1H 2023 now Sept this year)

Which makes it extremely frustrating to see the SP where it is.

So where are the new institutions we ask ourselves ... 

I guess the real question is, once these institutions have completed their DD, which can take several months, what is their pivot point. 

Is it the confirmation of 1 or more Beta samples being approved by customers, is it one or more PO's .... who knows.

Even if it is all of the above, we should see news during Q3 confirming Beta approval(s) and PO's... this quarter. And more in Q4. This is confirmed in the recent NR's.

As painful as it is to watch the global markets and POET swimming in a market cap blood bath, my choice is to HOLD, believing strongly that regardless of what the overall market does between now and year end, POET will have its pivotal glorious commercialization launch.

At some point, it is inevitable the Tutes will be hungry for a POET position.

Back to the day job for now ....