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mackwheaton

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mackwheaton

Re: SteveSchiets post# 2653

Thursday, 10/22/2020 11:38:23 AM

Thursday, October 22, 2020 11:38:23 AM

Post# of 6212
$13.5 billion market cap. $100 billion plus yuan. I made the same miscalc.

Still this is huge. Really huge. It is validation at a commercial production level, Sanan is a very high volume manufacturer putting $50 million into this. The company will be known as Super Photonics and will dominate 400g in China and likely to displace 100/200g legacy transceiver business after that inventory gets wiped out.

POET holds rights to 400g outside of China, and all other applications as of now.
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