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Once again, you’ve brought nothing to the table here.
Thank you for your loyal selling and looking for opportunities to trade a stock many are invested in.
You said you went to Oil and gas 10 days ago and you have the most posts since. You’re just an opportunist and complain about the stock when it doesn’t make its short term moves so you can get out, with all sincerity ……good riddance
Same goes for x router
You’ve just proved your worth to this board, which is nothing, if you want to give trading tips which only started now because I called you out, go ahead, but as an investor, guys like you do me no good and you haven’t contributed one thing about the company’s outlook, potential or pitfalls other than management sucks….tell me something I haven’t heard a million times.
Try tho the holo , GME , ffie boards , you’ll find your like minded people there.
Have fun,
Goodbye
Stockman,
We don’t give two craps what you do, bring something to the table for once in your life, let us know something about Poet, all you do is bitch and wine in and out and no one cares.
Last week you said goodbye! Now you’re still here?
Can’t take a man at his word anymore!
I don’t know who these bangers are, but Poet just won an AI Breakthrough Award, signed up Foxconn, Luxshare is using their tech and they make the best and most cost effective light sources in the market for companies like Ayar Labs , Celestial AI LightMatter and more…..they also have a new one in the works for even better cost/performance.
They plan to manufacture both with and without any Chinese parts so they can satisfy both future markets.
Here’s another nice explanation of what Poet does and its potential. If Foxconn or Luxshare is impressed, and since they deal with the majors we can get some real traction and the big sales we’ve all been waiting for….Luxshare is onto the transmit now so I think they are already in with Poet big time.
KCCO,
You keep coming hear to bash Poet. Sometimes you’ve been right, other times wrong. One thing Poet and LWLG investors have in common is we've been wrong consistently with our timelines. That’s why Suresh was more straightforward about 2025 ramping up while we’re not even halfway through 24 yet. You need your customers to sample and have their systems ready to handle these speeds. Adva took awhile to do this while Poet’s been ready so I’ll give Poet that point of reason.
3.2T would of course start with 16 lanes at 200G/lane. The fact Suresh is already doing it at 25g per lane in a smaller form factor gives us hope he can pull this off. Eventually then migrate to 8 lanes at 400G/lane whenever that’s ready and the infrastructure can handle it, this isn’t like going to a corner store for a can of coke here ....I think your timelines are way off as I’m hearing from Andy B and others that 400g per lane is 2028 at the earliest. That could be polymers, even could be TFLN which will have time to get their act together in 4 years , even EAM still has a chance to play at 400g per lane from some private intel I’ve seen.
It’s also possible no one will likely move to Polymers at 200G/lane - Just because we hear people are sampling TFLN and Polymers even now, that does not mean it will be ready for mass production or the customers will have their systems ready for it either.
Regardless, Poet uses best of breed components as it’s an integration platform, should Polymers arrive one day….hop aboard!
Usually AGM is a non event, Suresh has not spoken publicly to the shareholders since last AGM. Hopefully he’ll elaborate on the Foxconn and Luxshare relationships and the potential they bring to the company. The path to 3.2 has been stated in the last 2 blogs, where will that take us? What’s the customer wants/needs and how can we help them? Either way, after all we’ve been through and if they get their options repriced, the shareholders need to benefit too.
This post makes the pic laser and modulator sound so easy as in whatever the customer wants, LwLG can do… will be Lebby’s undoing. This space is harder than rocket science and he makes it like everything is no problem, however they want it. Some companies are having a helluva time doing a 400g transmit and he thinks it’s no big deal to do 800 or 1.6T. The coupling alone is the holy grail, never mind the laser reliability.
Just stick to making modulators, as Lumentum and coherent find it hard enough to make bleeding edge lasers and Lebby states he will just come in and do a design himself with a laser supplier for a customer? You’re lucky if they even take your name down….those lasers are all sold out, some require 6 month lead times…. What a crock! I bet those laser companies don’t even know who LWLG is. This foundry strategy will be the next stick to be removed in this kerplunkathon. This tech is way too customized for some foundry to make it so easy for them to just plug it right in….You got 2 years of nothing coming right up.
Wow! One thing you’re good at C3P0, you’re always wrong!
I take issue with something they told you when they said they’re doing 200 gig demo and they had equipment capable of measuring those speeds is only 1 year old.
My understanding is only 2 companies can measure those speeds, Keysight, and Multilane out of Israel which is why Poet partnered with them as well imho.
Now they’re telling you they are the third company that can do this when it’s not even what they specialize in? I think we’re being duped here and I’m really not happy about this. As a shareholder can we get more info from them on their test equipment and why would they spend that much instead of just 3rd party it?
The whole 200g which is very hard to do…seems very questionable to me, not the polymers, the actual components required to hit those speeds.
Red Flag!
Sad indeed, he shared some good knowledge with the forum like not too many could.
He will be missed.
And here’s the video noting some of the biggest players will have access to the products built at Foxconn
Looks like the OFC or some other catalyst is working out for Poet
https://ih.advfn.com/stock-market/NASDAQ/poet-technologies-POET/stock-news/93844114/poet-announces-design-win-and-collaboration-with-f
Wow! You seemed to turn your attitude around too according to this post I’m replying too. Another bandwagon jumper that had an epiphany.
KCCO and AWBW acknowledged their criticisms
You however posted:
“POET has yet to prove they are more than a freshman science experiment. 100g was supposed to sell, then 200g, followed by 400g. They just raised that to 800 and still no takers! Who will bid 1.6t, do I hear 3.2t ?????”
Guess what? That’s exactly where they’re going!
Are you going to own that like the others did? Or do YOU decide when it’s ok to criticize and when to give praise?
Why should loyal supporters be hurt by this drivel?
You guys try to ruin the sentiment of this company which is trying to catch a future wave in AI whether that’s light sources or data centers. Don’t tell me I’m Debbie downer, when that’s all you guys have been doing.
Wow! Crapping all over Poet while your grandson has shares. Thx Grandpa! I’ve never heard of this in my lifetime, then again, the way this world is going, I shouldn’t be surprised.
Is he old enough to belly up to the bar you referenced with the laughing face you posted since you sold all your shares and laughed at us bag holders for the last 8 months, what a great grandpa you are.
Man, You and KCCO have lost all credibility around here and guess what…. The party hasn’t even started yet.
But you’re both all happy now? I ain’t buying one thing you guys spew, the second sip of scotch will be for you. (Macallan 18 of course)
Allwillbewrong, let’s not forget this beauty you posted not even 3 weeks ago.
They haven’t even released anything substantial but the story seems to have legs, or are they really working with Meta through Luxshare?Is something going on with Arista, is Teresa Land Ende just there for decorations?
You should hear what I’m hearing from the OFC, if that’s confirmed shortly, people will soon realize it’s true potential.
You spewed enough drivel without real facts behind it other than the share price stinks and foundries are claiming to do their own thing,
Even if that’s the case they still need light sources, on the tranceiver side, who has a roadmap they can show and provide samples at 1.6t- 3.2t at scale?
I’ve seen a plan to 6.4tbps. Now that’s leading edge!
By the way, the light sources are amazing and cost less than anything else on the market and also turned heads at the show.
So easy to kick them when they’re down. Stop looking at the paperwork and start calling the industry players.
Read this beauty you put out not even a month ago.
You say you’re all happy now, even stating you’ve been trading this titanic of a stock. Who’s going to believe you?
When they announce the follow up from OFC interest, all it takes is one company to sign on, which they're telegraphing that interest to us in the documentation of the private placements… then I’ll be drinking some real nice scotch remembering how in the end, KCCO, you were the real clown the whole time.
Well done Poet!
Really KCCO?
You’ve been bashing the hell outta this for months and stabbing the company in the back every chance you get…..now people are lined up to give them millions and all of a sudden, now you come around?
Too late, if they go down, I’ll be the idiot, but if they succeed, you will remembered as the clown who tried to put them out of their misery posting on every board know to man that they had no cash and they were imminently going out of business.
Thx for fuelling all the negative dissent. Now you come around all rosy, take a hike!
I think they need to convert engagements discussions interests and whatever the heck else they want to use to quantify customers, they will eventually need them be signing an NRE, licensing or sales agreement that will erase all doubt to the company’s viability and place in this burgeoning market.
I do think as things get more complex and the room to operate gets tighter with more heat being generated, Poet will shine, hopefully they sold some ATM shares to give them the cushion to get there. They also need to communicate their strategy to the new eyeballs all over this company right now wondering what the hel did they just buy.
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)
Perhaps this will help ensure there is an upcoming light source from you know who
https://www.linkedin.com/posts/david-lazovsky-734058a_generativeai-datacenter-photonics-activity-7137485885121449985-ictm?utm_source=share&utm_medium=member_ios
Hi Alllwill,
I like to look at the Luxshare and Adtran/ADVA partnerships. Luxshare makes the iPhone; POET supplies to Luxshare. For those who don’t think it’s real, that fact alone is that the industry is seriously aware of POET. I also think that Arista will be eventually buying the optical modules once they’re done. We do have one of their key personnel on the BOD, I don’t think she’s there to do sudoku with the other members. Hopefully more financing could very well come from a partner and it would be make sense to have a company that’s already invested in Poet to have a stake, streamlining the sale to the end user.
The demo for Facebook, no one is even talking about that….I think the industry is looking for these solutions . Poet has the product, they just have to get solidified financially, or they’ll probably get taken out because the tech is still a unicorn for those that need integration at these levels.
I know I’m pontificating, but there is tangible evidence to all the situations I just highlighted.
Thx Allwillbewave
Your digging out the Lumentum EML 200g laser months ago is all coming together now for Poet big time.
Allwillbewave, I can’t wait to get your take on the Celestial AI coming out party. Check out the CAI website for how they do this as well, I think they just put the AI industry on notice that there’s a better way to do things.
Congratulations to @CelestialAIinc — our co-development partner of POET Starlight — on its incredible $100M Series B funding raise & entry into the #AI hardware market. https://t.co/0LBP6AgwUe#technews
— POET Technologies (@POETtech) June 28, 2023
Im guessing that is because the lasers are already qualified and the design team can get things done quickly, they have more products coming down the pipe as they’ve stated.
Im guessing that is because the lasers are already qualified and the design team can get things done quickly, they have more products coming down the pipe as they’ve stated.
I agree with the timelines of what you stated as the infinity chip is probably being alpha tested as we speak and hopefully beta very soon as Suresh’s vision for that chiplet should garner a good share of the datacom market since it’s cost and scale should push customers to finally make the change in direction to the integration of new materials and technology.
However, the lightbar/starlight and whatever else they design for the AI accelerator market, that could be a market darling as I’ve said before, the space they’re playing in for those products could have a serviceable market in the billions a few years out.
Any thoughts on Celestial AI and when they’re coming out of Stealth mode, Allwillbewave and Bread and Circuses on Agoracom have set the table for some big time unique product differentiation from them that could really do well in the AI accelerator market.
With regards to Poet, they really need to get ahead of this because when Celestial does tell the public what they have, how it works and perhaps who’s behind curtains 1,2 and 3, Hopefully many will come to know that it’s Poet inside.
Here’s a link from a noted analyst stating that Ai accelerators is the hottest thing going right now.
https://www.semianalysis.com/p/nvidias-infiniband-problem-qmx-ai
Selling? Who’s selling? Did you see the volumes these past few months? We couldn’t sell anything and many debenture warrants went to scrap because it wasn’t worth converting. Sorry, Your just plain wrong on this group of people. The debenture holders have not held the stock back imo. The Wainwright financing from hell, you may have some merit on those guys.
One last point BlackAdder, the price paid for the Debentures was 40 cents which was 14-17.5 per cent more than the shares were selling for at 34/35cents. I know you don’t care, that’s basically my point. Next time, maybe you will step up, fortunately, the difference now is, the risk has been significantly mitigated and the upside is far more visible know, that’s why I’m grateful to those who put their money in and got not much back, in some cases the warrants were a dud. But thanks for you point of view, makes things a bit clearer for those that took the chance.
They Missed the Covid run due to the 12% return first 2 years which turned out to be the best part of the debenture investment . I know a few people that made over 1 million dollars on Tesla call options for 50k…..Apple pre split options made people a fortune, AMD, Nvidia and others brought home a lot of bacon….. I would just watch from a distance because I was scared of losing….but the options players I know did great over the Covid period. My point is if I had these warrants and you tell me they will fetch an extra $1, 4 years later taking this kind of risk (a company that’s unproven and no cash to boot with more financings to come) I wouldn’t do it. For the record The first 2 tranches were not even worth 40 cents (above the $5) and many expired worthless, I don’t think they did that good at all. But they did bail us out of more dilution at lowball prices. So I would thank them for that.
The warrants are at $5, the shares are at $6, they bailed us out and are getting $1 (10 cents per share pre dilution) and all I hear is Aves snarky comments. Why don’t you put up a hundred grand and get back 10k four years later for your risk. There was a lot better places for them to put their money I’m sure. You should just listen to good ol Col Jessup “and say thank you and be on your way, either way, I don’t give a damn what you think!”
That scene gets me every time. LOL
Prototype just light a fire under LWLG posting that Google’s AI chat Bard is claiming LWLG is working with 9 foundry partners! I guess only Poets NDA’s are water tight .
While we’re at it, check out this fresh teaser!
"It's the first big order with more to follow." — POET Tech Chairman & CEO Dr. Suresh Venkatesan
— POET Technologies (@POETtech) May 11, 2023
Full video to come on May 11.#technews #photonics #microchips$POET pic.twitter.com/cUpesvMldn
In 2021 I got to ask Suresh after his Empire Club presentation what the no 1 determining factor is in getting a customer win after he talked about displacing the incumbent. He emphatically said Cost is the key factor. Even though this is high tech, companies don’t like to spend money, I read the big FANG stocks like to squeeze their suppliers margins constantly as much as they can, (look at your banks computers next time, they’re always 7-8 years behind and they make billions!)
Why am I saying this now? I think the reason Suresh wanted the DML’s from Lumentum so much is because they’re the lowest cost form factor for the desired speed the customers want, the added bonus is they’re also the lowest powered lasers for the speed they dish out. Lumentums DML/EML lasers also have very low failure rates if you listened to their last conf call yesterday, so it looks like we just hit the Trifecta!
The 200g EML is what everyone is clamouring for lately as I saw 2 presentations (Arista and Marvell) from the Pic Conference in June 2022 in which they both were really encouraging the suppliers to produce 200g per lane optics so they can do 8x200=1.6T (almost begging in Marvell’s case so they can sell their new DSP’s) ……I just think Poet has an advantage with their platform because the competition can’t do 16 lanes at 100g per lane because their designs are too cumbersome whereas Poet can squeeze the 16 (CWDM) lanes into their engines in the OSFP DD or OFSP form factors.
The bonus for Poet is I believe they can flip chip those new EML’s (Allwillbewave post 4901) and do the 200g per lane Arista needs to get rid of the DSP and use the same design they have for the 100g x16=1.6T to get to 3.2T with those speedy 200g lasers….. and go where no mass produceable module has gone before lol.
FYI
This was from CEO Alan Lowe today on Lumentums quarterly call
At OFC or 800 G ZR product demo was very well received by our customers. Cloud data centers are being designed to support artificial intelligence and machine learning applications, which bodes well for us as we extend our technology leadership to an even broader array of products that enable higher capacity and lower power consumption and latency as we highlighted at OFC. We are on track with our 200 gig per lane EMLs for 800 gig and 1.6 terabit per second applications and expect to enter production in the second half of calendar 2023 and ramp throughout calendar 2024.
Here’s a couple from the Q&A
Alex Henderson
So, I wanted to delve into the AI commentary you made. Obviously, that’s one of the bright spots in the commentary. And try to understand the scope of the products that you have that allow you to compete in that market. Are you able to compete into just the Ethernet side, or are you able to also compete into the InfiniBand side of it? Is the VCSEL copper replacement part of that? And how rapidly do you think that that business will grow to offset any pressures in traditional datacom?
Chris Coldren SVP strategy
Yes. Thanks, Alex. This is Chris. Let me tackle that. I would say you got to think of this in time frames that, in the nearer term, the next -- and quarters, it’s really driving volumes, if you will, of our existing products or new products to be
launched. As you highlighted, VCSELs -- 100-gig per lane VCSELs that will be in mass production here soon. That will be a copper replacement as well as the 200-gig per lane EMLs and helping to accelerate digestion of inventory that’s already built, so that’s -- of our products that are already out there. So that’s the next couple of quarters. As we look to the next few years, what you’re referencing is there’s new architectures that customers or new customers, let’s say, are seeking to launch that are intensive with new optical architectures. I think we went through some of this at our OFC presentation where we are co-developing solutions with, let’s say, players that are leading not traditionally in the networking side, but maybe more traditionally in AI and compute side of things for next-generation data centers. So, there’s kind of a couple of waves of product intersects for us.
Christopher Rolland
Okay. That’s very helpful. And then secondly, if we could talk about your 200-gig per lane EML, 800, 1.6T, when do you expect this to ramp considerably for you guys? And then, any update on your CW lasers and when you think that could contribute?
Chris Coldren
Yes. Thanks, Chris. Those products are now sampling to customers and working with customers to be ready for the ramp. I would say timing is later this calendar year and heading into the next calendar year, both for -- I mean we are shipping today CW lasers of a couple of different flavors for folks that use them in silicon photonic applications, but more significantly again in calendar ‘24.
Allwillbewave, thanks for all your good posts and sharing your due diligence, we need to keep on top of a constantly evolving industry and your a big time help in that regard.
The dml’s are are still a mainstay and workhorse of this industry comments came from Suresh after the PiC conference. If you go to 8:50 mark you’ll hear it. What he says afterwards is even better for all of us optimistic ones.
I think Suresh was referencing a specific application as he has said and maintains DML’s are the workhorse of the industry, obviously they had looked like they’re at a dead end when 400g came along……until Suresh flip chipped Lumentums 56gbaud Pam4…..which can now be on a path to 1.6T.