Poet Technologies Inc (POET)

[mackwheaton]

I think Mazan's post referred to the laser driver versus the vcsel. Timing wise, end of July would be a good target. I'm more interested in getting the vcsel absolutely optimized. The detector functions at a 20x sensitivity level versus current best in class. I have no clue what they can get from the vcsel, I'm hoping for 2x plus. They will not move forward until they have the best performance they feel they can get.

I suspected that they had the prototype tested based on the fact that some satisfactory vcsels were produced. I'm guessing they would have rushed these into prototype testing to begin that process asap. They know that successful integration is the holy grail. I don't know how they will handle it, or when they will inform the world, more importantly, how. I would hope it's a full blown press conference preceded by a halt.

Otherwise, I would say have some liquidity and in on the announcement.

Considering who these guys are, when they release it, be assured nothing will be exaggerated. I do think once the tech world acknowledges it and investment community grasps it, we should be in for some long awaited fun. Tape out brings lots of interest and NRE. When is the question for everything, better than if though.