I have just caught up with the messages here and the statement of that Intel engineer, fictional or not. I must say that I agree with the the first part of his first sentence, but after that he loses me: “To be honest they don't do a good job explaining.”

While I like what has been said in the recent blog post, I am not sure whom POET is addressing with this text. I don’t think it is something you can present to a non-techie average investor who does not know what POET is, what POET does or what DMLs, TIAs, TSVs, or pluggables are – even if the verbatim meanings of the abbreviations are given. So, answers 1–4 are difficult in this regard.

Questions 5–6, however, have been answered perfectly in my opinion, even though you might regret that numbers are lacking.

Answer 7 sounds somewhat optimistic, but unfortunately it is very vague. Everyone knows that POET needs money, but where this money will come from is not addressed. “That success will begin to be realized as we head into 2023” might indicate expected cash inflows in early 2023. Is this what is meant? Would this make going to the capital market unnecessary? We don’t know; it’s a cloudy statement.

The sentence: “POET is in a prime position to capitalize on the demand for high-performance pluggables, chiplets, transceivers, and modules” could probably be agreed with by everyone here. But POET put the word “financially” in front of it, and I’m not sure how to interpret that. Well, I guess this ambiguity is intentional.

Overall, answer 7 does not provide clarity on the financial outlook that question 7 raises. But well, you wouldn’t expect that in a FAQ anyway. This belongs into a news release or into a quarterly report.