Poet Technologies Inc (POET)

[prototype_101]

AGM quotes on Interposer - 00:46:22 – The opportunities for us to make a dramatic difference in the way photonics chips are used and packaged is there, and our discussions with every customer that we have had over the past couple of quarters has borne out the fact that the strategy we put in place a year ago, and that we’ve been executing on, is in fact the right one. The market opportunities are very large: eight billion dollar plus growth opportunity over the next two to three years. A couple of these products with a couple of customers could drive a revenue opportunity for us north of seventy-five million dollars.

00:47:04 – It is incumbent on us of course to deliver the capabilities the platform to the promise that we know we can deliver, finish its qualification. But we are in a unique position right now with having promoted this platform to have the kinds of reception we are having with customers. And it has also been encouraging that different customers have come up with slightly different applications of the interposer, and so we know we are solving problems for them using this approach and using this capability. So it’s been exciting that the strategy that we set forward is gaining momentum and traction in the market. We have been able to have three, what we consider, critical agreements in place over the course of the past couple of quarters with companies and partners that have the heft and the capability to take this into high-volume production for us.

snagged from agoracom
https://agoracom.com/ir/POETTechnologies/forums/discussion/topics/718536-there-s-much-more-to-come/messages/2212773#message