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: Future Potential

They clearly have many irons in the fire, but I'd like to just focus on one excerpt from the press release.

 

"In addition to potential module customers, the POET/SPX exhibit attracted the attention of major end users, including Alibaba, FiberHome, and ByteDance."

 

Would people be more impressed if they said they attracted the attention of Meta and Intel? I think the answer is a resounding yes, but let's take a look at some numbers and forgive me as they may be off only slightly.

Annual Revenue

Meta - $116B

Intel - $63B

FiberHome - $26B

ByteDance - $58B

Alibaba - $128B

I am not sure why the share price isn't going up a lot today based on this alone but maybe it just needs to sink in. 

Cheers!

 

 

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