Poet Technologies Inc (POET)

[mackwheaton]

This piece by Suresh from the call stood above the rest IMO:

"In 2019, POET will intersect the market for transceivers with optical engines on two vectors. One, the second generation 100G CWDM delivering a significant cost advantage to manufacturers who are already experiencing margin pressure; and two, the first generation of 400G DR4 and FR4 devices where we can be designed- in and provide the benefits of both lower cost and higher performance from the very outset."

Targets acquired - 100G CWDM, new 400G devices.

Range - Products within 12 months

Imagine the companies looking for a competitive advantage in these thin margin markets becoming aware that a product will become available that will cut their bill of material in half; some of these companies have pre-approved pricing with POET for the interposer platform to be used in their products. And for those who haven't?

For anyone investing in POET now, versus those of us in it for years, the turnaround in terms of time and return versus risk is becoming compelling.