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If anyone should get cheap options coming out of the Annual Meeting, it should be the shareholders who support Poet not the bad management being rewarded for their failures so far
I’ve been around too too many years now and every company I’ve been trading that has made a move to the Naz has had an offering shortly afterwards. Poet could have made an offering easily at $8 to $9 per share right after the move to the Naz. I can’t for the life of me figure out why they didn’t. The management can’t be that stupid or could they. Maybe a change is needed from the top down. GLA, Strik
prototype, you are probably correct and if that happens I will be letting Dr. Suresh know how I feel about it, not that it will matter what I think. Moving to nasdaq "with strength" was his statement and Mika's, but that statement did not hold water and has cost shareholders dearly.
The only thing that would make it more palatable now is if contracts are signed with actual monetary value and funds are needed to finance those "deliverable completed products" to the end user.
jmho,
John
another PP with warrants needed by end of 2022, will they announce it at their virtual AGM, a cowardly move not hosting this event in person in my mind, disappointing to me, I suspect it is because they failed with their special plea meeting to warrant holders to convert, so they are going to be taxing the little guys greater while the participants of the PP will get the lowest price and free warrants to boot, jmho
That is indeed a highly informative post-
Thanks for sharing that 'JohnSamuel'
Discusses TAM realistically
I've long been somewhat surprised just how freely and naively the term
TAM gets thrown out without regards to the timeframes and realistic consideration of competition of not only possible other solutions,but also the unreliability of market projections due to uncertainty and timing of market demand.
futr
Very informative post on Agoracom by fairchijisback ...
https://agoracom.com/ir/POETTechnologies/forums/discussion/topics/783023-something-i-wrote-recently-to-respond-to-questions-re-poet-that-were-directed-at-me/messages/2367446#message
I am down more than that so I totally understand how you feel. We can only hope POET signs some agreements that generate funds in the very near future.
I am down more than that so I totally understand how you feel. We can only hope POET signs some agreements that generate funds in the very near future.
Just like your about info John. I turned 70 a few months ago and am retired. Living near Boston Mass and grew up in Lawrence Mass. I very rarely cry but when I read Interpost post on Agora I cried for a half hour. I wish I was on the same drugs that Interpost was,Then I remembered the saying screw me once shame on you. Screw me twice shame on me. Still holding faith in POet but after buying many at an average of $4.40, I’m down well over $11000 as of the moment. And POet is going to need to do an offering soon. GLA; Strik
Know them by the company they keep..........
Synopsys Photonic Symposium - Marketing EDA
October 19 @ 8:00 am - 11:30 am PDT
Photonics and photonic IC technologies are crucial to support rapidly evolving internet, healthcare, mobility, and security needs. Driven by data communications, photonic ICs are moving rapidly from the laboratory to mainstream and fueling a wave of innovations and product introductions.
Join our virtual Photonic Symposium to hear about the latest developments, application requirements, best practices, and future outlook.
Our lineup of speakers includes industry leaders from:
GlobalFoundries
Intel
Optica
POET Technologies
Southern Methodist University, Department of Electrical and Computer Engineering
Synopsys
Yole Group
Who Should Attend?
Attendees will learn about photonic IC technology advances and market trends, as well as photonic applications in LiDAR, quantum computing, and co-packaged optics.
Daniel Payne
@Daniel_J_Payne·
8h
Photonic IC design can move data faster than electron-based semiconductors, so find out more, October 19th, 8-11:30AM PT. Speakers from: GlobalFoundries, Intel, Optica, POET Technologies, Yole Group, SMU, Synopsys. Details, https://marketingeda.com/event/synopsys-photonic-symposium-2/… #SemiEDA
Glad to see you in khaled ! Like you, there are quite a few of us in both LWLG and POET that see value in both companies and great value appreciation for both in the near future.
Regards,
John
Been in Lightwave for many years. Took a very small position in poet couple of years ago but then sold to go all in in Lightwave. Today I started a small position again in POET, I feel there is some obvious value at these levels in high 2’s
GLTA
ABSOLUTELY ... ;)
Don’t you think it’s about time POET started WOWing its shareholders???? Still buying in the twos , Strik
POET Technologies WOW'S Industry Leaders at ECOC ....
100G Sample Cards
We have product sample cards. These are for 100G transceiver solutions and feature POET's distinct flip-chip bonding. $POET #photonics #microchips pic.twitter.com/pJpV4xu9ig
— POET Technologies (@POETtech) September 27, 2022
Guess I came back way too early????? Oh well now it’s time to average down. Still buying, Strik.
Ayar labs goes into volume production in 2022 and builds into 2024 for full volume production.
Amazing technology eco system they have developed.
The micro ring modulators and remote laser technology are fundamental building blocks of their chip to chip input/ output system.
I wonder if Poet ever picked up the phone to talk remote laser designs?
https://ayarlabs.com/2022-is-the-year-of-commercialization-for-ayar-labs/
KCC,
Thanks for your response and digging into the issue.
In the end we will have to put our faith into the CEOs and their technical teams of both Poet and LWLG to design packaging methods and materials that can function at industry specifications.
This is some “rabbit hole” I’ve climbed down :)
Comment from a friend… ;)
“100mW is 20dBm of optical power. The idea I suspect she is driving at is the CW laser will be split into multiple paths to drive multiple modulators. If that is indeed the case, then the individual modulators would see div-by-4, or whatever power, for the number of paths. The laser is the biggest power hog with its laser bias current and its TEC cooler current.”
My comment…
I looked around at a few laser offerings and found operating temperature ranges for 100mW lasers that operate up to 40 degrees C. I found another higher output laser at 180mW that had peak operating temperature of 100 degrees C but the fixed current of that laser at 100mW ranged from 40-100 degrees.
I’m sure there’s more to it, but suffice it to say these temperatures are not too high for EO polymers (well, LWLGs high temp stability polymers) especially when the power output/temperature is reduced by the number of channels.
KCC or anyone,
At the 26 minute mark of that video I posted, the Broadcom representative stated that anything in the optic path has to be able to handle 100Mw of power, maybe up to 150 in the future. She was concerned about plastic connectors having to be robust enough to handle that power. Also the need for blind mate connectors and a solution to be dust resistant.
Any idea if that amount of power is detrimental to a polymer modulator or a polymer wave guide?
I’m not an electrical engineer, any opinions?
KCC,
Agreed excellent write up.
Thanks!
Speaking of Broadcom, here is another fantastic post by RichardL explaining the significance of Broadcom’s new product offering with some discussion on the impact of pluggables and CPO.
https://reddit.com/r/LWLG/comments/wv5sev/the_gravity_of_broadcoms_new_product_offering/
The Broadcom, Poet Celestial AI partnership. It’s becoming clearer as time goes on jmho
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=167868382
Thanks KCC,
Broadcom explains why the ecosystem in the data centres should migrate from pluggable transceivers to Copackaged optics.
They are also big believers in remote lasers in their CPO solutions. Poet believes in remote lasers as well. Broadcom says in this video they are working with 15 partners in getting their solution to market.
It’s a good learning video Jmo
Cheers
Here is a link from RichardL that explains a bit on Ayar’s MRRs and LWLG’s MZMs.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=169268020
When you review this short video that KCC put up, you can clearly see that Global Foundries is supporting the Micro Ring modulators as well as MZI modulators.
Ranovus, Ayar labs and Intel are a few companies that will utilize the micro ring modulators in their Transceivers for increasing the data centres bandwidth.
Poet has shown in their presentations so far the optical interposer can incorporate a directly modulated laser or in a continuous wave laser application they can flip chip a silicon MZI modulator to encode the data stream in their Customers pic designs.
No mention of the micro ring technology as yet.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=170003823
I hope there is a tie-in there ...
Here is the schedule for POET presentations today and the 22nd at the ECOC ...
POET Technologies to Participate in Multiple Sessions at ECOC 2022
September 14, 2022 07:00 ET | Source: POET Technologies Inc.
TORONTO, Sept. 14, 2022 (GLOBE NEWSWIRE) -- POET Technologies Inc. (“POET” or the “Company”) (TSX Venture: PTK; NASDAQ: POET), the designer and developer of the POET Optical Interposer™ and Photonic Integrated Circuits (PICs) for the data center and tele-communication markets, today announced that representatives from the Company will participate at the 2022 European Conference on Optical Communication (ECOC), which will be held September 18-22, 2022 in Basel, Switzerland. The Company will also be exhibiting in booth 578.
ECOC is the continent's largest event in the field and one of the most prestigious events on optical communications worldwide.
Dr. Simon Goh, principal engineer, will present his paper on the passive alignment of lasers on the POET Optical Interposer in the session, “Non-Linear Devices and Packaging”, on September 22, 2022 at 10:45am CEST. Dr. Lucas Soldano, a member of POET’s technical staff, is an organizer of a symposium entitled “Hybrid Integration of III-V Devices with Silicon-based Waveguides (Si, SiN, SiO2)”, which is also scheduled on September 22, 2022 at 10:45am CEST. POET chairman and CEO, Dr. Suresh Venkatesan, will also be a participating speaker. Additionally, Dr. Michal Lipson, professor of physics at Columbia University and a nominee to POET’s board of directors, will lead a tutorial entitled “The State of the Art and Challenges of Silicon Photonics Today” on Tuesday, September 20, 2022 at 2:00pm CEST.
“Hybrid Integration is one of the critical and important topics of discussion among professionals in the photonics industry today,” said Dr. Suresh Venkatesan, chairman & CEO of POET Technologies Inc. “It is widely understood that neither conventional discrete assembly nor conventional silicon photonic integrated circuits (PICs) are up to the challenges of scalability in volume, cost and power consumption that are required for increasing speeds and bandwidth in data and telecommunications, much less the high-volume applications for photonics in optical computing, wearables and automotive LIDAR. We recognized these challenges years ago, which is why the POET Optical Interposer is the only true hybrid, wafer-level, chip-scale platform that integrates electronic and photonic devices in a fully CMOS-compatible assembly process that meet these challenges and is available today to companies that need integration solutions.”
About POET Technologies Inc.
POET Technologies is a design and development company offering integration solutions based on the POET Optical Interposer™, a novel platform that allows the seamless integration of electronic and photonic devices into a single multi-chip module using advanced wafer-level semiconductor manufacturing techniques and packaging methods. POET’s Optical Interposer eliminates costly components and labor-intensive assembly, alignment, burn-in and testing methods employed in conventional photonics. The cost-efficient integration scheme and scalability of the POET Optical Interposer brings value to any device or system that integrates electronics and photonics, including some of the highest growth areas of computing, such as Artificial Intelligence (AI), the Internet of Things (IoT), autonomous vehicles and high-speed networking for cloud service providers and data centers. POET is headquartered in Toronto, with operations in Allentown, PA, Shenzhen, China and Singapore. More information may be obtained at www.poet-technologies.com.
Shareholder Contact:
Shelton Group
Brett L. Perry
sheltonir@sheltongroup.com Company Contact:
Thomas R. Mika, EVP & CFO
tm@poet-technologies.com
This news release contains “forward-looking information” (within the meaning of applicable Canadian securities laws) and “forward-looking statements” (within the meaning of the U.S. Private Securities Litigation Reform Act of 1995). Such statements or information are identified with words such as “anticipate”, “believe”, “expect”, “plan”, “intend”, “potential”, “estimate”, “propose”, “project”, “outlook”, “foresee” or similar words suggesting future outcomes or statements regarding any potential outcome. Such statements include the Company’s expectations with respect to the completion of the Consolidation, Nasdaq listing, expanded investor and public relations program, success of the Company’s product development efforts, the performance of its products, the expected results of its operations, meeting revenue targets, and the expectation of continued success in the financing efforts, the capability, functionality, performance and cost of the Company’s technology as well as the market acceptance, inclusion and timing of the Company’s technology in current and future products.
Such forward-looking information or statements are based on a number of risks, uncertainties and assumptions, which may cause actual results or other expectations to differ materially from those anticipated and which may prove to be incorrect. Assumptions have been made regarding, among other things, management’s expectations regarding the success and timing for completion of the Consolidation, Nasdaq listing, expanded investor and public relations program, completion of its development efforts, financing activities, future growth, recruitment of personnel, opening of offices, plans for and completion of projects by the Company’s joint ventures and third-party consultants, contractors and partners, availability of capital, and the necessity to incur capital and other expenditures. Actual results could differ materially due to a number of factors, including, without limitation, the failure to receive regulatory approval for any of the foregoing, the failure of its products to meet performance requirements, operational risks in the completion of the Company’s anticipated projects, delays in recruitment for its newly opened operations or changes in plans with respect to the development of the Company’s anticipated projects by third parties, risks affecting the Company’s ability to execute projects, the ability of the Company to generate sales for its products, the ability to attract key personnel, and the ability to raise additional capital. Although the Company believes that the expectations reflected in the forward-looking information or statements are reasonable, prospective investors in the Company’s securities should not place undue reliance on forward-looking statements because the Company can provide no assurance that such expectations will prove to be correct. Forward-looking information and statements contained in this news release are as of the date of this news release and the Company assumes no obligation to update or revise this forward-looking information and statements except as required by law.
Neither TSX Venture Exchange nor its Regulation Services Provider (as that term is defined in the policies of the TSX Venture Exchange) accepts responsibility for the adequacy or accuracy of this release.
120 Eglinton Avenue, East, Suite 1107, Toronto, ON, M4P 1E2- Tel: 416-368-9411 - Fax: 416-322-5075
John,
I like the HG Genuine article right after Poets. Lots of similarities to what Poets CEO has stated in their recent slide presentations.
This has been pointed out on Agoracom.
See pages 24 - 27 for POET ...
https://data.angel.digital/pdf/PIC_Magazine_Issue_3_2022.pdf
Interesting lab work done by NTT two years ago on a fast directly modulated laser.
We know Poet is incorporating both externally modulated lasers and directly modulated lasers into their optical interposer.
Time will tell what method wins out or if the photonic chip industry allows both to exist. Jmo
https://group.ntt/en/newsrelease/2020/10/20/201020a.html
Can you give a little details or technicals POET would turn around and succeed. I am waiting outside trying to figure out time to get in.
Nothing wrong with the company or management but a lot of tired shareholders some of who have endured through the solar and galium arsenide era. Now in the Photonics era, the company has come a long way a lot faster than the Intels of this world, and is now on the brink of success.
What we need are new shareholders and a good company publicist.
This company's technology is State of the Art.
I can only hope Citadel and VERT took painful losses. Those "banks" suck.
Glad we still have some holding on ... maybe the next quarter we will see some decent increase..... ;)
Poet institutional holders….
https://www.nasdaq.com/market-activity/stocks/poet/institutional-holdings
GREAT POST KCCO7913 ... ;)
Now this sounds like FJ.
There’s hardly any POET “bashing” or LWLG “pumping” here. Also, the posters I see here that come from the LWLG board are actually POET shareholders, too. Myself included.
The amount of “bashing” of LWLG by POET investors on Agoracom FAR exceeds anything I’ve ever seen towards POET by LWLG investors. And if this is FJ, you lead the charge in that regard. Go through my old comments here or on Reddit. The LWLG vs POET “thing” is completely unwarranted and annoying. It’s pathetic what some POET investors say about LWLG. It stems from jealousy, I’m sure, and lack of understanding.
The only time I’ve seen or heard anyone from LWLG say anything about POET regarding “flaws or limitations”, as you say, is when someone pointed out the GaAs platform issues. In hindsight, that person was clearly correct since POET shelved that work. Interestingly in POET’s latest presentation, they no longer include the old GaAs patents in their stated portfolio.
POET and LWLG have different commercialization paths. LWLG’s primary path is to transfer the IP and technology to the various foundries they’re engaged with. To say that it’s negative they’re working with 7 and not 1 is preposterous. To become “ubiquitous”, one has to offer the technology to the widest set of customers possible. I spoke with Dr. Lebby and the team directly and it is common knowledge that certain end-users have guided LWLG to certain foundries. Others have taken notice of their offering and approached LWLG directly, and then of course there’s foundries that LWLG has deeper relationships with stemming from over 2 years ago who have helped co-develop the technology and manufacturing processes. Management has also told shareholders that there is a distinct sense of urgency between the ‘competing’ foundries. It’s called first mover advantage and it’s creating a great position for LWLG to be in.
The beauty of this approach, which is in stark contrast to POET, is that LWLG doesn’t have to give any single commercialization partner exclusivity. Dr. Lebby has told shareholders he will NOT allow anyone exclusivity. POET has already effectively given away half the value of its 100/200gig engines globally and 400gig engines in certain Asian markets to SPX. Sure it may prove to be a fine exchange in that POET saves a lot of CAPEX money and time to market, but it does not allow POET flexibility should they need to change direction (again). I’m sure potential investors consider geopolitical risk and the Chinese reputation for “funny business”. Whether its IP theft, accounting tricks, or outright deception…
Any technology start up can claim they have the next “best thing”, but it takes more than neat technology to make a company a highly successful investment.
I’ve said this before and I’ll say it again…POET has a promising and novel packaging solution for the future of electronic and photonic integration, but the amount of competition and variety in the space is extreme. It’s not unreasonable to believe that other photonics packaging companies/efforts could come up with something that is “good enough”.
As for LWLG, electro-optic modulators are not new and they are almost everywhere data is processed with light. LWLG promises to provide the fastest, most efficient, smallest, and simplest of its kind in a scalable platform. What if when these are available, it negates or littles the need for major innovations elsewhere?
The physical limitations of TFLN, III-V, and silicon modulators are known and nothing comes close in terms of performance and future scalability like EO polymers.
If, or when, they finalize the foundry processes to allow high volume production of EO polymer modulators, the industry is going to have to adapt.
I’d say the market has affirmed the above consensus for now.
There will be different methods in creating increased band with with lower power in the data centre. Poet should get a piece of the TAM.
https://semianalysis.com/category/corporate/broadcom/
100% bigbaby. This “poet” forum is populated by polymer investors who use every chance they can to diminish POET’s tech and pump the goo. Everything they post goes back to how that Goo company is so great and how everything accomplished by POET is flawed or severely limited one way or another.
Fact of the matter, when talking of commercialization, the only one of the two who has demonstrable progress with actual products is POET. The goo company is “fab partner this, fab partner that”, POET is long past the “fab development” hurdle. Not so much with that other company. BTW, Their fab “partners” are not actual partners, but hired services who have taken on the goo company as customers. As long as they are willing to pay, the fabs will keep trying. How many now, 7 and counting working on a total of two products. A startup with limited production requirements for limited products does not need 7 fabs. If the process works, one fab would be able to provide sufficient capacity for their limited needs. Bottom line, it’s more like a company who is throwing things against the wall to see what sticks.
The trouble with all of their efforts, If and when the goo is finally perfected, who’s going to use it when POET completely locks up the 400G-1.6T space with their all encompassing platform technology. If you’re not in POET, then you’re no longer competitive, even with the purported benefits of the goo. Ultimately, this is the problem with the goo pumpers, they just can’t see the big picture when it comes to why POET’s platform can and will be significantly more disruptive than something that only makes up a part of a larger picture.
the lightest and most tangential of mentions...
Motley Fool article on POET ...
https://www.fool.ca/2022/08/23/the-world-is-in-a-chip-arms-race-wheres-canada/
I own both LWLG and POET. I believe both company's are on the verge of actual orders for production.
Whether POET will actually book revenue prior to Dec, 31st won't be known until management shows it as such. I want to believe that Dr. Suresh will be able to book $2 to $4 million by the end of this year, though I may end up being wrong.
LWLG may surprise us and have contracted orders for production by Dec. 31st as well. I believe Dr. Lebby might even have multiple foundries signed up already but actual money may not change hands until after Dec. 31st.
Also, Dr. Lebby has implied that any polling issues have been addressed.
Either way, we can all do without calling anyone a dummy. Everybody has a right to have opinions on all these subjects. I learn something new about both companies on a regular basis and I certainly want to learn more about both.
Hey newbie, are you FJ in disguise?EOM
Feel free to review the LWLG DD thread I created.
https://reddit.com/r/LWLG/comments/vljcbp/lightwave_logic_mega_due_diligence_thread/
The graph is unclear. That’s my point.
Plenty of dummies all over lol.
LWLG is presenting at ECOC and EPIC in September with presentations about integrating EO polymer modulators in foundries.
Doesn’t sound like there’s any issues to me.
Doesn’t seem like the market believes there’s issues either.
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