Poet Technologies Inc (POET)

[allwillbewave]

Yes, the optics are incredibly bad giving a virtual AGM.

I think management could feel the heat coming with no upward move on the share price since announcing ADVA. Luxshare etc.

They moved the goal post to second half 2023 for any shipments and then reported Po’s and revenues.

I know you and others follow the various photonic players and technologies.

I’ve seen Ayar labs and those companies pursuing the optical IO tech using micro ring modulators push volume shipments from 2023 to 2024. Poet pointing to late 2023-2024 for ramping shipments of product. AI external laser sources in volume 2024-2025.

Lwlg product ramp up 2024.

Some of the electrical standards complete in 2025-2026.

Broadcom pushing their CPO solution but it has not gained high volume shipments yet.

The industry still talking about the various materials that could be used with silicon cmos processes. The industry waking up to the need for hybrid foundries and packing companies incorporating chiplets.

I won’t go on.

It makes me think we all are guilty of being way too early and there is still some slogging to do jmho