Poet Technologies Inc (POET)

[mackwheaton]

Hey Proto, I know the dielectric component is their (POET's) big thing coming this year, but as a component it represents minimal revenue until they incorporate it into their 100 g transceiver which is a 2019 thing.

Bill Ring of POET and Lebby are cohorts and I am wondering if there are any discussions between them for capitalizing on synergies to create a truly disruptive 100g device. POET seems to be tracking on course of making their own transceivers at DenseLight in Singapore. Listening to the ASM and lwlg's open communications is a breath of fresh air versus POET, and while I think both technologies can be disruptive, LightWave seems to have a better and deeper leadership team.