Poet Technologies Inc (POET)

[Cytotech55]

Oh, but the argument would be “well, they put their own money into the last raise”!!!
Hey, who wouldn’t spend $100,000 to ensure another year of their bloated salaries?

[Xrouter]

When you gonna realize that THEY don’t GAF about you or us. All they care about is their paycheck they get for doing nothing. And you can take that to the bank.

[KCCO7913]

Virtual shareholder meeting.

What a disappointment.

Absolute morons.

The best thing they could do right now for the rightfully disgruntled shareholders is offer the opportunity to get together, be given the chance to ask questions, and ideally build some camaraderie.

This week’s presentation was supposed to offer a Q&A but they didn’t take any online questions!

WEAK cowards.

Allwillbewave…picked up a Glenmorangie 15 Cadboll Estate Limited Release today. Aged in bourbon casks and partially aged in Spanish sherry casks. Oh myyyy delicious.

[KCCO7913]

My guess is the rabbit will be selling 20% of the SPX stake, bringing total ownership to 50%, for an amount between $5 and $10 million. If I had to guess further, the PR won’t state the % decrease and you’ll have to wait for the subsequent Q report to show.

Doesn’t totally fix their money issues but at least buys them enough cash to towards the end of the year.

Side note…one thing I’ve never seen anyone mention about the SPX JV is that their facility is “temporary” and 5,000 square feet. That’s obviously not enough space for a full production line. If I was Sanan and really wanted to squeeze out POET, it would be easy to do when upgrading to permanent space. Someone should ask management about those plans and potential disruptions to manufacturing.

[yoojoonyoong]

They must be getting close to Negative Working capital position..
I'm hoping that Suresh will be able to pull out a rabitt out of the hat and avoid bankruptcy,but things don't look very promising to me.

[Oleblue]

Talking it up now......maybe some hope down the road:
Starts at 1:24

Stock not looking too good:



A bottom was set in December and OBV has moved up slightly.

[allwillbewave]

I said it before they are done.

They misssd the window. All the foundries have solutions.

Sorry to say but they are now a salary scam for management and the employees.

It’s fulfilled the CEO’s dream but it’s a complete failure for retail investors.

The can is definitely kicked down the road again.

The bar is open 😂

[Xrouter]

Please. Please shut the lights out on your way out! And watch out the door don’t slam you on your ass. POET is dead and if they sell a piece or all of their interest , the money will be used to pay their salaries and allow them to spread more BS to us shareholders. Please Please let me sell at $3 and move on. But now I’ll settle for a loss and leave at $2.

[KCCO7913]

The presentation was fine. I never really expect much from presentations like these. Normally just tiny nuggets of info.

I thought SV’s comments were a bit odd about 1.6T since they didn’t even have a 1.6T module at OFC. Their 800G won’t start shipping until late 2025 (at the earliest I’d guess).

Money is still a major concern, but sounds like they’re going to get the bulk of their cash needs in the next few months from selling a piece of the SPX JV. They mentioned licensing but I’m not sure that would be a meaningful amount of money up front to relieve cash concerns and who would that be with anyway? Best case would be a North American foundry (unlikely IMO).

I thought it was funny they laid out revenue scenarios but then there was an “*” and it said these did not reflect managements estimates or projections. In any case with those figures, maybe $10-20 million in revenue in the next couple years. Meanwhile billions of dollars worth of 800G+ transceivers will be sold by the other players. Clearly the industry is able to ramp production without POET despite what others claim ‘over there’. POET’s value proposition at this point is making it cheaper and easier. Easier…I believe. Cheaper…I think other methods are going to hit the mark.

POET desperately needs non-China customers for 800G+. SPX gets all the revenue from 400G engine sales for China territories. 800G/1.6T is comprised of 400G engines.

Besides a quick comment about being designed into CAI, I was surprised they didn’t discuss the light source business. To me, I think that confirms the timeline delay from CAI pushing out volume shipments to 2027.

I do believe in the value of this technology, however the investment value is the problem I see here. And management decisions ruined that. I just can’t believe Suresh is OK keeping Mika around. Also whoever structured the SPX deal should never be allowed to negotiate another deal either.

A module maker is worth about 3x revenue per the recent Lumentum/Cloud Light deal. In a couple years it’s likely the fully diluted share count will be approaching 100 million shares I’d guess.

Could this still be a 10x in the next 5 years? Yes, if they can finally execute to the plan with no more delays, bad deals, or surprises. Unfortunately for most current shareholders a 10x from here is really only a 2-3x on their investment. When you factor in time, that’s a horrible investment.

[Xrouter]

Unfortunately, you first gotta get those hands out of our pockets

[Cytotech55]

FJ states “Suresh could count the number of 1.6T module makers who presented at OFC on one hand”…. That’s cute, however, he can also count the amount of dollar bills POET currently has on ONE HAND as well..!! Sad

[Cytotech55]

I wonder if the share price will go up now that the eclipse is over?

[Monksdream]

Advertises like hell on Investors Hub

[Neophyte2]

How is it that Enablence who is operating in a similar area to Poet and has a market cap of $15 million can get $9 million in loans since December and Poet is… well, I don’t know how to describe it.

[Xrouter]

Reading up on an otherwise boring day, all or most people on all the boards are coming to the conclusion that Poet is at the end of their run and are grasping at straws to pay their employees bloated salaries. I get that same feeling but, when all is gloom and doom, I become a buyer and yesterday I bought a huge bunch around $1.20 per share. Let’s see how that works out for me. Holding a lot @ .12 pre split but not more than I can afford to lose. GLA and have a great weekend. Strik

[KCCO7913]

I hope everything is OK with you and your health.

I deleted my post from last night. There was a bit too much fire in it. Everything I said was true. I know the pictures were seen by those who wanted them.

[allwillbewave]

KCC,

Enjoy the scotch!

I sold 90% of my shares at the end of last August due to a serious health issue.

I’ll keep the rest for my grandson.

Live each day large !!

[elad1979]

Okay I came all the way over here. I would have loved to go to OFC this year and looked into it, but it did not line up with my work schedule

Why don't you give me some more details on the light source. Was it test equipment like a keysight Tunable Laser Source? Was it a small, compact DBF laser array? I need discernible details, otherwise I think you're just a liar.

You say you can't post an Agoracom anymore, but anyone can make another Gmail in less than 5 min. I'm pretty sure that hellaMillions account is you, isn't it? Who else would have gone to OFC and saw CAI use another light source

[KCCO7913]

Elad,

1) unfortunately I cannot come forward on Agoracom because I’ve been banned there twice and I’ve run out of email addresses to use.

2) for the low low price of paying for tickets to attend these conferences, you can get access to these presentations, slide decks, and technical papers.

I don’t need to post my proof. I’m not lying. I did not read the Terms of Service for the tickets, so I’m not sure I’m able to post copies of what was presented. The presentation slide decks showed “confidential” on them. The paper associated with the OFC presentation should be available to purchase in about 2 months via the Optica website.

[KCCO7913]

Mr. MuffinCarnival,

You said, “It will be Starlight chiplets and not just anyone's external light source as suggested by a detractor who is not accepting that POET is making superior optical engines, via the OI platform, for anyone and everyone.”

At OFC last week, Celestial AI’s demo of its Photonic Fabric did not use a POET light source. Why? My whole point is that posters like you have made people believe that POET is the end-all-be-all exclusive supplier to CAI. I’m NOT saying CAI is NOT using POET anymore.

At Optica PECC last October, CAI’s entire presentation revolved around the Photonic Fabric. That’s because that is the core of all their offerings, even Orion. Orion wasn’t even mentioned in this presentation, or the OFC presentation for that matter.

Here’s a quote from a February 2022 article – “Celestial AI is developing an accelerator chip called Orion that’s designed to speed up machine learning applications. What sets the chip apart from the numerous existing AI accelerator products on the market is a technology dubbed Photonic Fabric. The technology transports data among the Orion chip’s circuits in the form of light, rather than in the form of electricity as most processors do.”

Here's a quote from yesterday’s article – “Unsurprisingly, most of Celestial’s traction has been on chiplets. “What we’re not doing is trying to force our customers into adopting any one specific product implementation. The lowest risk, fastest, least complex way to provide an interface into the Photonic Fabric right now is through chiplets,”

Another quote from yesterday’s article – “The challenge Celestial faces is timing. Lazovsky tells us that he expects to begin sampling Photonic Fabric chiplets to customers sometime in the second half of 2025. He then expects it will be at least another year before we see products using the design hit the market, with volume ramping in 2027.”

Unless I see something different from CAI or POET, I think you are wrong and misleading investors. I do wonder if you delete your posting history because part of you acknowledges some of your comments have been misleading.

To me, sounds like CAI has faced some delays. No big deal, that happens all the time in this space. Surely being a POET investor you should be used to that, too.

Clear as mud apparently. Maybe not for you because you think so highly of yourself.

“However, I am much closer to being accurate than most.” A bit pompous lol…

[Xrouter]

Jeepers. Creepers. Proto. You me Mac and a few others here should had veins of ice after holding poet for such a long long time. I hope and Please try not to let people get to you. You’re too good a talent to let that happen. GLA, Strik. P.S. I love to vent.

[prototype_101]

I really haven't posted anything bullish here in quite a long time, I was always a proponent of Poet and LWLG partnering, but that never happened so my interest waned, not because of the technology developments, but moreso because of the poor financing decisions over the years

[KCCO7913]

Even after the CAI article was posted which said the following…

“Lazovsky tells us that he expects to begin sampling Photonic Fabric chiplets to customers sometime in the second half of 2025. He then expects it will be at least another year before we see products using the design hit the market, with volume ramping in 2027.”

…the circus is still trying to convince posters there that CAI will be shipping their Photonic Fabric to “everyone else starting in 2024 maybe 2025.”

Wut.

What’s even weirder is two of the main hypsters over there have completely erased their post history.

[Cytotech55]

It’s quite comical to see the posts on Agoracom lately. When FJ gets asked to comment on direct questions that display the incompetence of Poet management, he comes on a day later and says “I am busy with other stuff and will return to the forum when there is something new to talk about”. Too funny.

[Oleblue]

Well, you pumped the stock so how do you feel about all the investors you caused to loose money?

[prototype_101]

Oleblue said, The chart doesn't look good.

really? wow thanks because I don't think anyone here had noticed it, lol

[KCCO7913]

Highly unlikely to be TFLN.

It’s likely an InP EAM and it would make sense if it’s from Lumentum.

[Oleblue]

I have followed this stock it seems forever but never bought. The chart doesn't look good.

[allwillbewave]

Any idea on who’s laser Poet is using on the 200g per lane demo at the OFC?

The lumentum 200 g with a EML attached would be amazing Jmo.

TFLN?

[Xrouter]

Because Maz is either paid by Poet to spread Maz’s fertilizer or Maz is a total ………… I’ll be buying at .50 or below.
……..

[KCCO7913]

Most doctors I know aren’t great business people. Having wealth or money doesn’t guarantee success.

[allwillbewave]

How does an investor like Mazan back this company over and over?? Is he a preferred share holder? Does he exist? Or more Poet BS.

5 years ago I thought this stock was the real deal.

It’s been a death spiral after the split. Ajo

[prototype_101]

POET to Present at the AI & Technology Hybrid Investor Conference Presented by Water Tower Research on April 10
8:00 am ET April 3, 2024 (Globe Newswire)

TORONTO, April 03, 2024 (GLOBE NEWSWIRE) -- POET Technologies Inc. (POET) (TSX Venture: PTK; NASDAQ: POET), the designer and developer of the POET Optical Interposer(TM) and Photonic Integrated Circuits (PICs) for data center, telecommunication and AI markets today announced that Dr. Suresh Venkatesan, Chairman & CEO, will present live at the AI & Technology Hybrid Investor Conference presented by Water Tower Research and hosted by VirtualInvestorConferences.com, on April 10, 2024.


DATE: April 10

TIME: 10:00am EDT

LINK:https://bit.ly/3PigAdM

Available for 1x1 meetings: April 10

This will be a live, interactive online event where investors are invited to ask the Company questions in real time. If you would like to attend in-person, please email [e-mail] for an attendee pass. If attendees are not able to join the event live on the day of the conference, an archived webcast will also be made available after the event.

It is recommended that online investors pre-register and run the online system check to expedite participation and receive event updates.

Learn more about the event at www.virtualinvestorconferences.com.

Recent Company Highlights

POET announced the immediate availability of Wavelight(TM), the Company's debut entry into the 800G Optical Module market targeted at AI cluster and data center operators.



POET announced it will collaborate with MultiLane, Inc., a leading provider of high-speed interconnect test products, to develop second generation 800G and 1.6T pluggable optical modules.



At the recent Optical Fiber Conference (OFC) held March 26 - 28, 2024 in San Diego, POET was one of only a few companies demonstrating the capability for 200G/lane speeds in its advanced transmit and receive optical engines, components in the critical path to 1.6T and 3.2T pluggable modules.



Also at OFC, POET demonstrated Starlight(TM), an 8-channel packaged light source powering chip-to-chip communication in AI clusters and next generation cloud data center networks.

About POET Technologies Inc.

POET Technologies is a design and development company offering integration solutions based on the POET Optical Interposer(TM), 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, passive 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.


About Water Tower Research, LLC

WTR is modernizing Investor Relations through research-driven communications and Investor Engagement. Sound investment research begins with good information. At WTR, we help companies and investors connect by creating expert information flow and strategies that are the foundations of a successful modern investor relations platform. Our analysts and capital markets professionals bring decades of unrivaled Wall Street experience and insight to a new digital world of investor communications and engagement. Our research and investor content are open for everyone to access and distributed across traditional research aggregators like Bloomberg, FactSet, etc., proprietary direct distribution lists, social media, search engines, and our website. As a result, every institutional and retail investor has equal access to our high-quality company research. Our mission is to help companies take control of their IR program and proactively reach investors while bringing investors a consistent flow of quality information to help them understand our clients' businesses, industries, and the investment opportunities they present.

About Virtual Investor Conferences(R)

Virtual Investor Conferences (VIC) is the leading proprietary investor conference series that provides an interactive forum for publicly traded companies to seamlessly present directly to investors.

Providing a real-time investor engagement solution, VIC is specifically designed to offer companies more efficient investor access. Replicating the components of an on-site investor conference, VIC offers companies enhanced capabilities to connect with investors, schedule targeted one-on-one meetings and enhance their presentations with dynamic video content. Accelerating the next level of investor engagement, Virtual Investor Conferences delivers leading investor communications to a global network of retail and institutional investors.

Media Contact:

Adrian Brijbassi

[e-mail]

Company Contact:

Thomas R. Mika, EVP & CFO

[e-mail]

Virtual Investor Conferences

John M. Viglotti

SVP Corporate Services, Investor Access

OTC Markets Group

[phone]

[e-mail]

Water Tower Research

Tim Regan

Chief Revenue Officer

[phone]

[e-mail]

Forward-Looking Information

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 success of the Company's announced products and those of its customers.

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 of the Company's announced products, the market need or demand for such products, including modules and optical engines, the timing of completion of its development efforts, the successful implementation of its optical engine, module and light source products, the success of its customer's products, the capabilities of its operations, including its joint venture, to correctly gauge market needs and to produce products in the required amounts and on a timely basis. Actual results could differ materially due to a number of factors, including, without limitation, the failure of its newly announced optical engine, module and light source products to meet performance requirements, the failure to manufacture products on a timely basis or at all, the failure of its optical engines, module or light source products to attract the attention of customers and end-users, the failure of its products or its customer's products to achieve market penetration, operational risks including the ability to attract key personnel, the failure to protect its intellectual property, 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: [phone] - Fax: [phone]

[KCCO7913]

I’d like to be wrong, but POET doesn’t have time to now start a series of news releases to get the share price up. They thought the news last week would. Management has done that time and time again thinking their news would create buying. An OFC recap video or PR sure as hell won’t do anything.

Who the F would buy this stock when there is 0% trust in management who has proven to have horrible judgement…and there’s just a few weeks left until insolvency. (No need to argue that point because it’s true. Is it 2 weeks or 7 weeks until working capital turns negative…?doesn’t matter).

They need the money NOW.

I don’t think people understand that it is possible for shareholders to get completely wiped out but the company and its technology continue on. That is exactly what happened to Rockley.

Tick tock.

[prototype_101]

Prospectus Supplement- Dilution consequences
posted on Apr 03, 2024 12:47AM

It was my belief that the company was waiting for the Annual filing before issuing any material news.Now it is likely that there will be a full update re' OFC conference, with positive news .

The Prospectus states that they can sell up to US$ 24,123,758 worth of stock, which at latest close of US$1.30 is about 18,556,737 shares, which represents a dilution of about 39%, taking current declared outstanding shares at 47,660,352.

However if the market cap' of the company is below US$75MN then they can only sell 1/3rd of outstanding shares , about 15,886,784 shares, or appx 33% dilution, which at current close of US$1.30 would realize US$20.65 MN.

All the above assumes they sell the full amount of US$24.12 MN.

One now hopes and expects that Poet will start releasing a series of positive news releases (technical & commercial) to increase share value and minimize dilution.

Not sure if supplement to Prospectus has yet to be approved before it becomes effective.

Hopefully Poet, or the broker, has some heavy duty investors lined up to take this whole offering.

This is definitely not the non-dilutive financing that was promised but hopefully it is cost efficient, and gives the company some runway to get the rocket launched.

https://agoracom.com/ir/POETTechnologies/forums/discussion/topics/800097-prospectus-supplement-dilution-consequences/messages/2409524#message

wow, any thoughts on this, seems like this would create a lot of selling pressure on an already depressed PPS

[Xrouter]

LWLG is similar to Poet in the way they use their lips to promote their company. Which one will be the one with the proven wanted product? IMO, neither. I’ll continue to trade my traders and try to decrease my core a wee bit. I’ll be buying more trader shares when we hit around fifty cents a share shortly. Till then Poet will try to pump this up to around $1.60 to be able to cash in on warants. Afterwards the next offering will be another disaster for us but will be able to pay the salaries of the Poet Bozos.

[prototype_101]

Hey FJ, if Lebby/LWLG believed in Poet's Optical Interposer they would have bought a 5% or 10% stake on the fire sale PP that just went down at about measly buck a share with a full warrant, then they would get a board seat and better direct the Operations and most certainly the finances!!

The Plasmonic 400Gbs per lane NRZ is likely 3-5 years out for volume production

The Polymer 200gb per lane PAM4 is commercial ready TODAY

The Polymer 400gb per lane PAM4 will be commercial by 2025/2026

[KCCO7913]

Hey FJ…since I’m not allowed in your fiefdom I’ll add a comment here.

The 400G per lane plasmonic/organic modulator is years away from commercialization. Your comment is not wrong.

But also understand that LWLG has silicon organic modulators operating at 150Ghz bandwidth which can hit 400G PAM4. Still, a few years away until the market needs that in general. I’d guess 2026 at the earliest will have the first prototype modules with 400G per lane modulators.

At least right now it solidifies EO polymer as a contender in this space for future growth. That’s the point. I’m aware of foundries who are unwilling to even start working with TFLN because that technology has physical limitations (let alone the integration issues). Liobates OFC presentation also indicated they are not close to having a commercial product.

You said POET started working with EMLs as a proactive measure. My understanding it was reactive. Sure…it shows the flexibility of the platform. But so what, really, when all photonics foundries can pick and choose KGD/components.

To get to 3.2T pluggables, POET will have to go beyond InP EAMs. They won’t be competitive at 3.2T.

Instead of commenting on LWLG’s 400G per lane news last week…how about the more relevant 200G modulator news. Mass produced in a silicon foundry on 200mm wafers (which foundry?! I think SkyWater). Excellent reliability (6,000+ hours!) and currently building their statistical database for their yet-to-be disclosed partner(s). Shoot, I haven’t seen more than 2,000 hours of reliability for POETs interposer. I do wonder if some of POET’s delays relate to reliability. Hmm.

Google last week mentioned they’re looking at polymer modulators for their heterogenous integration efforts. Hmm.

Ps…pretty sure POET started working with DML when their SiPh modulator efforts failed with Silux. Silux and Source Photonics appear to be making it work.

[Telling you there’s a chance]

It seems to me Lazovsky likes to keep his tactical advantage very private, hence when they look under the hood , no starlight to be seen, mostly keep the name POET out of their grasp. If Poet has a cost and scale advantage and you want to hit the market running, you might do the same.

The bottom line is , Poet has to prove out the cost and scale advantage, if they can do that, they will have a winner in this photonics chiplet market (Ayar labs CAI, Lightmatter etc)

[mackwheaton]

You guys know my inherent skepticism, I think what is confirmed here, that wasn’t entirely understood elsewhere, is that the light source is an external component, not integrated within the fabric. I know that sounds obvious, but for some reason it was not universally accepted.

So it makes sense to demo with an established technology, the FAU, versus one that might not be fully tested to the standard they may require, also demonstrates the flexibility of supply for external power source. Starlight might be the best option, but it will always be just that, an option, as technology always advances, it will have to evolve to remain relevant in an always competitive technology ecosystem. And CAI’s demo was for their Photonic Fabric, not POET’s Starlight.

POET hasn’t shown anything this past week that addresses the financial elephant sitting on their chest, That is all that matters for now.

[KCCO7913]

I see chatter about this where I’m not allowed…lol

Yes CAI’s demo last week used a light source that wasn’t POETs.

It was a 24 channel FAU. In their presentation they had a zoomed in picture of it and it wasn’t StarLight.

Not horribly bad news, but it answers my previous question that CAI must have multiple sources of ELS.

Some people seemed to be under the assumption that CAI was exclusively using POET.

[prototype_101]

from what I have heard, the Celestial AI white paper at OFC does not indicate any Poet involvement in the light source

[Neophyte2]

I wonder what imformation they are telling the people that provide them with supplies and the people who they will be selling products to?

[prototype_101]

considering how horribly dilutive Poet has been in its PP's, it may be better for them to just sell the company to a larger player with loads of Cash, unfortunately, negotiating from a weak financial position would likely result in offers in the 200M to 300M range which would only be like $4 to$6 per share, not very good for those long-term shareholders here, but perhaps reason to become a new shareholder today

[KCCO7913]

Yup. All about the money. Annual report just came out and mentioned module sales ramping late 2025. So nothing anytime soon there. Frankly with their track record I’d just estimate 2026.

All current known customers’ revenue goes to SPX, not POET…except CelestialAI light sources which is a 2025+ ramp.

POET needs to raise at least $10-20 million between now and then.

Cash on hand minus short-term liabilities equals negative working capital within a matter of weeks.

Tom Mika is an abomination of a CFO.

Suresh should not be CEO.

Long time shareholders have already been diluted to oblivion and there’s no indication it’s going to end.

Annual report mentions again that POET is actively looking to sell a portion of the SPX JV. While that might not increase the share count, it has a similar effect. Then again what does it matter since that revenue would never hit POET’s books?

I still hold on hoping something comes out of left field to boost this stock price. As a self proclaimed ‘photonics enthusiast’, I think it’s a damned shame that incompetence ruined this investment. The technology has potential.

[mackwheaton]

Agreed, it’s all about the money now, how they thread that needle without diluting us into oblivion remains to be seen.

It looks like Multilane will accelerate the 800G to market, I don’t know if they will be able to handle volume beyond samples.

[ALERTS100%to10000%GAIN]

HOLO bought big today 2,015 shares, could be nice bank soon

[KCCO7913]

Here’s the China plus 1 news.

Multilane will be the manufacturer for modules outside China.

Still doesn’t answer the dire money issue…

[allwillbewave]

From OFC a general update.

[allwillbewave]

It’s the DML tx engine based on 100g per lane. The 200g per lane EmL tx will take to the end of 2024 to get samples out.

Sounds like 800g transceivers will generate direct sales to Poet if I read the CEO’s comments correctly.

Still wonder how the China plus one strategy fits into this complete transceiver solution plan.