Poet Technologies Inc (POET)

[mackwheaton]

Thanks Freextyle for that, I’m just catching up here.

Something to consider:

It will be 3 years in November since POET announced their engagement for developing optical engines with NRE of $3 million USD received. Since we have not seen an announcement of any NAT1 partners for anything (other than LightBar?), is it possible that POET has an agreement in principal with the NAT1 that spans all of its data/comm applications outside of those exclusive ones you mentioned under Sanan?

Per the November 2018 release, “The orders include sales and development contracts with a value in excess of US$3 million (CAD$3.9 million) to purchase current device prototypes, to develop and provide increasingly integrated optical engine components or to systematically address specific customer integration requirements under paid development programs.”

Is it possible that the sampling in July and September is all for one presumably very large NAT1, which would become a blockbuster announcement when these designs are accepted by them and orders are to be announced?

I’m envisioning a company like Cisco or Broadcom, or Macom announcing that an entire suite of products with the industry’s most advanced optical engines, based on the POET optical Interposer platform, will be rolled out in 2022. It would include all of the 400g devices and light bars, perhaps a hint of the CPO products to come. POET might be described as the supplier, as a partner, or perhaps a co-manufacturer? That would cause a huge boom for the industry and for us.