Proto, here you go.
can you elaborate on what Ii-VI did to block our progress? ----- In a matter of a few months, IIVI bought up POETs two key wafer subs, Anadigics and Epiworks each shortly after POET contracted with them, severing the supply. These moves effectively delayed development ( though not exclusively I believe) to the extent that we continue to await commercialization.
also, the PIC presentation seemed to say the VSCEL had been optimized, so not sure what the delay in news release on the subject? ----- my guess, the VCSEL has not been optimized to the extent that it is ready for commercialization. They characterized the results as 'good' , but good is likely not good enough. While they interestingly showed the results in picture form, it may be that the level of optimization is expected to improve significantly with one or more iterations. Optimizing includes consistency, yield, quality, cost and getting these to their best levels before moving it to production.
lastly, you had told me the detector would be the first product launch and could do billion $ sales on it's own, being superior to all else out there, so what's the rub? why is this not being launched? ----- I honestly do not recall saying that about the detector, I may have, but that is true of the DAC/AOC markets for sure.
I may have said detector is a billion total addressable market. Detectors alone tend to be very cheap, with extremely high levels of production required to generate revenue. They may have decided not to dedicate resources to a low margin high volume market. If I were them I would sell it as integrated products where the value added justifies higher prices and margins, less capacity.
Bottom line, we all continue to wait and wonder what is happening, but I do contend that recent events like the level of detail demonstrated at PIC and the updates to the website seem to suggest more visibility is finally coming. Or is that just hope? We will see.
