Why are there people that keep wanting Poet to disclose more information than they are able to before dealings with its customers are ready to be newsworthy? Might they be people working for any competitors or just plain shorters? How can those people make outlandish assumptions about Poet? That is not fair! Would these many repetitive posts that clutter this forum send the wrong message to readers here? Poet management is highly competent.
The Poet interposer has design wins with Celestial AI, Acelink, ADVA, and with the JV. Sure they could say we are engaged with xxx amount of customers, but haven't they already publicized that? Does management have the time to keep repeating to assuage any negative mantra? Look at their presentations that include their roadmap, follow their podcasts, tweets, and reread their NRs!!! If you trust them, then you will understand. However, if you don't, them why would anyone still continue to undermine their message into something it really might not be ever?
Poet has disclosed many times that samples are out, like 30,000 instead of 10,000 through the JV.
Poet has introduced its four products for AI, etc. One of them arose from their collaboration with ADVA. Is ADVA a tiny company?
Poet has been disclosing what it can. Please keep it simple.
monolithic