Poet Technologies Inc (POET)

[mackwheaton]

AWBV, it’s my impression that they will get revenues for 100/200/400G via sales of the optical engines to SPX. Granted those sales will essentially be at cost, but it should show up as revenue.

I’ve been a proponent of them selling the rights up to 400G, but retain everything that results in a product >400G. My rational was that it could generate capital to accelerate development at 800G+ as well as light sources and other applications such as wearables. There is enough business in that legacy market to make it a possibility. And they could license any development that evolves at >400G.