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Message: Re: POET Technologies Announces Sample Availability of 100G LR4 Optical Engines and Testing with Three Lead Customers

https://poet-technologies.com/news/2023-jan-18.html 

       Whiteshark,

The 1.6B over a 4 year period is TAM. There are no numbers assigned to this contract yet. 

This does seem to be related to ADVA. Poets verbage is always ambiguous so not sure if products will be rolling off the shelf Q1 or not? Sounds like it. 

It was stated here the other day that ADVA production might not be ready until fall of next year so this would be welcomed if I understand it correctly. 

Sure would like to hear units and price. 

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