Poet Technologies Inc (POET)

[prototype_101]

I remember a year ago when all the excitement was generated over the acquisitions of Denselight & BB Photonics, I could not help but wonder if these moves were going to turn out to be brilliant or a bad decision

Now many are pointing to the Hybrid InP BB Photonics Dielectrics and saying, see, look it was brilliant move to have 2 paths!

And don't get me wrong, I find myself drawn to that camp too! but I also realize that the efforts required to pursue multiple paths may have been the downfall to the original single path, that being POET GaA's AOC.

If a Strategic partner joins POETF and the GaA's monolithic platform is successfully completed within 1-2 years and POET shares the sales/profits then that would be great, but if this does not occur, investors will always have to wonder if management had not shifted the original focus, could not the hurdle of the 4T Thyistor switching have been solved and the AOC commercial ready even today?

Of course we will never know the answer to that question! So let us embrace the InP Hybrid with BB Photonics Dielectric solutions which are becoming commercialized in 2017 and beyond. The market size analysis slide points to this being a better growing opportunity than the GaA now anyways

Still keeping the faith!

snagged this reaction of one poster on agoracom >>

Babaoriley
Rank: Vice President [?]
Points: 16013 [?]
Votes: 429 Score: 3.2 [?]

Re: industrial news release
in response to industrial news release by walconst
posted on Jul 16, 2017 07:27PM

Very unfortunately, walconst, a very fair point re that release!

Since I know nothing of what is required to finish up the GaAs, all I can do is assume it continues to be a daunting task. This "work around" doesn't sound particularly promising to me, and, I don't know why anyone would assume that if they "just get that right" everything will fall into place. Very doubtful, based on what life experience has taught me.

So, I've basically written the GaAs off in my mind, and if ever amounts to something material or, better yet, something spectacular, then that's a whole lotta icing on the cake.

I will focus on their efforts with the InP and hope they are as close as we are led to believe in terms of sales and the amount thereof. The only GaAs news I will even hope for would be a strategic partner to be named. As to the prestige and/or expertise of that partner, well, the more the better, but I do not expect any reasonably familiar names.

It's all about success with what they can actually produce in commercial quantities, and of quality sufficient to entice customers to pay a reasonable price for (a lot of) the product(s).

https://agoracom.com/ir/POETTechnologies/forums/discussion/topics/693628-industrial-news-release/messages/2161004#message