Poet Technologies Inc (POET)

[prototype_101]

Mack, Rick, Steve, I just snagged this from agoracom, I am very interested in the BB Photonics Dielectric Photonics, I think it should not be ignored

Strategic Trader
Rank: President [?]

Re: Summary : 1. GaA-Thrystor:tremend... exponential progress
in response to

Summary : 1. GaA-Thrystor:tremend... exponential progress
by
andech1

posted on Jul 15, 2017 10:44AM

Agreed. I to am very pleased and excited that the company is following the market demand and thank goodness, Suresh identified the InP opportunity very early on after joining POET and we now have the 2 platforms; GaAs and InP.

NLWL is exciting, but more exciting is the dialectric waveguide opportunity. Production prototypes produced on a full production line in customer hands and less that 1/20 the manufacturing cost of the nearest tecnological solution.

Add in the higher packaging, assembly and test and yield cost verses our solution ..... WOW.

POET could sell our waveguide solution for $10 each, make massive margins and still maintain a sustainable and huge cost and performance leg-up on other solutions.

I am not watching the SP, I am watching thecompany strategy very closely, especially this waveguide opportunity. I like what I see.

Burn rate reduced. Go figure, POET only needs to seel circa $15M USD of these waveguides, at anticipated (estimated) margins and we are cashflow positive.

ST.

28 Recommendation

https://agoracom.com/ir/POETTechnologies/forums/discussion/topics/693486-summary-1-gaa-thrystor-tremend-exponential-progress/messages/2160759#message