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: Re: Future
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May 15, 2024 11:56PM
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May 16, 2024 01:09AM

Steve, thank you for your post.

It's comforting to know that a person with your financial experience has invested so heavily in POET.  So have I, though I don't have your investment experience nor the technical expertise in this field that some (like FJ) have.

I placed a big bet on POET because I've recognized the value of the relationships POET execs have in the industry and the business partnerships they've established.  I also like the GTM model - licensing and providing engines to large players in the market who sell to the largest companies and hyper scalers.  This is a low cost model, as POET will not have the to need to build out a large sales and marketing organization like the B to C companies must do.  (BTW - for this reason I've never believed that POET is going to pursue selling their own modules. Not in a big way.  They're going to rely on the FITs of the world to sell their tech)

Here's to going BIG!

(Not saying I wasn't nervous though..  LOL!)

(Not nervous now)

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