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: Let's hope we see a trading halt for news

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What's coming down the pipe that we can look forward to? "I think there are 2 key inflection points this year that will help to ramp POET's as well as Super Photonics revenue. One key inflection point is the transmit engine of 400G. That's been a challenge for us because the supply of modulators has been substantially delayed but we now have access to the silicon photonics modulators so we're working really hard to get some demonstrations done for the CIOE.... but we're taking a parallel path there with the DML lasers as mentioned before", "the receive is already there in the bag, so once we get the transmit at 400G, our roadmap to 1.6T is secured because our form factor is such that a 400G solution becomes a 2x400 for 800 and a 4x400 for 1.6T, and both of those are standards", "As the datacenter clicks up in frequency at this point, it's basically multiple channels of 400 so that's where we're going it's 4 channels, 8 channels, 16 channels, and as that channel count increases, our value increases and that is critical to the company's success"., "The second is our remote light source business with Celestial and our intent to be able to deliver samples to them this year and then leverage that to target to ultimate customers in that space. Apart from the standard qualifications and sampling and the 100G 200G and the things we're doing, these are the two key things that are important for POET to keep going forward."

People will get like really, really dizzy when the 400G tx engine and 800G module news comes out. I hope they make 2 seperate announcements of it, maybe a 3th about a big customer, a 4th about the Lightbar samples and a 5th about an ongoing biosensing or sensing engagement or active discussion. So great technical and commercial achievements and strong financials backing us up. Today it's not only POET talking about the importance of their major breakthrough technology but many others already confirmed this.

The shareprice should multiply many times (still very conservative projection imo).

Hold strong.

 

 

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