![](http://investorshub.advfn.com/images/default_ih_profile2_4848.jpg?cb=0)
Tuesday, March 19, 2024 6:38:23 PM
Unfortunately I think the terms revolve around engine speed and not overall data rate. I’m surprised you’re not seeing that in the JV agreement.
The only revenue going to POET and not SPX would be for the light sources and 400G engines outside China.
Looking at the current product/customer list…it appears CAI/light sources are the only product right now that would create revenue directly to POET.
The ADVA product is based on 100G engines so per the JV agreement that revenue goes to SPX. Maybe to comply with BABA…POETs next move is to announce a change of manufacturer for the 100G engines for ADVA. Maybe coincide with an early sale of a piece of SPX? POET wouldn’t have the upper hand in that negotiation if those are tied together.
The next few weeks will be fun to watch. News is coming , financing is coming, and some sort of restructuring should be coming. I’m guessing the OFC news will be completion of a 400G Tx prototype.
Recent POET News
- POET Selected by Mentech to Supply Engines for 800G and 1.6T Optical Modules • GlobeNewswire Inc. • 09/10/2024 11:00:00 AM
- Form F-10/A - Registration Statement for Securities of certain Canadian Issuers.: [Amend] • Edgar (US Regulatory) • 09/09/2024 09:24:46 PM
- Form 6-K - Report of foreign issuer [Rules 13a-16 and 15d-16] • Edgar (US Regulatory) • 09/05/2024 09:30:28 PM
- POET to Demonstrate Leading-Edge Optical Engines for AI Market at CIOE 2024 • GlobeNewswire Inc. • 09/05/2024 12:42:27 PM
- Form 6-K - Report of foreign issuer [Rules 13a-16 and 15d-16] • Edgar (US Regulatory) • 08/30/2024 06:30:17 PM
- POET Streamlines its Global Engineering Organization in Response to AI Market Demand • GlobeNewswire Inc. • 08/29/2024 11:00:00 AM
- POET Technologies Reports Second Quarter 2024 Financial Results • InvestorsHub NewsWire • 08/15/2024 12:04:07 PM
- Form 6-K - Report of foreign issuer [Rules 13a-16 and 15d-16] • Edgar (US Regulatory) • 08/14/2024 09:25:08 PM
- Form 6-K - Report of foreign issuer [Rules 13a-16 and 15d-16] • Edgar (US Regulatory) • 08/14/2024 08:38:21 PM
- POET Technologies Reports Second Quarter 2024 Financial Results • GlobeNewswire Inc. • 08/14/2024 08:30:00 PM
- Form 6-K - Report of foreign issuer [Rules 13a-16 and 15d-16] • Edgar (US Regulatory) • 08/02/2024 02:08:06 PM
- POET and Luxshare Tech Expand Product Offerings for Artificial Intelligence Networks • InvestorsHub NewsWire • 08/01/2024 01:28:55 PM
- POET and Luxshare Tech Expand Product Offerings for Artificial Intelligence Networks • GlobeNewswire Inc. • 08/01/2024 11:00:00 AM
- Form 6-K - Report of foreign issuer [Rules 13a-16 and 15d-16] • Edgar (US Regulatory) • 07/19/2024 09:03:51 PM
- POET Technologies Announces US$10 Million Registered Direct Offering • GlobeNewswire Inc. • 07/19/2024 08:50:31 PM
- Form 424B5 - Prospectus [Rule 424(b)(5)] • Edgar (US Regulatory) • 07/19/2024 08:32:37 PM
- POET Wins "Best Optical AI Solution" in 2024 AI Breakthrough Awards Program • InvestorsHub NewsWire • 06/26/2024 02:09:28 PM
- POET Wins “Best Optical AI Solution” in 2024 AI Breakthrough Awards Program • GlobeNewswire Inc. • 06/26/2024 02:05:00 PM
- POET Technologies Provides Results of 2024 Annual General and Special Meeting • GlobeNewswire Inc. • 06/25/2024 06:08:29 PM
- Form 6-K - Report of foreign issuer [Rules 13a-16 and 15d-16] • Edgar (US Regulatory) • 05/30/2024 12:28:44 PM
- Poet Technologies Announces the Amendment and Acceleration of Warrants • GlobeNewswire Inc. • 05/30/2024 12:30:05 AM
- Form 6-K - Report of foreign issuer [Rules 13a-16 and 15d-16] • Edgar (US Regulatory) • 05/20/2024 08:30:23 PM
- Form 6-K - Report of foreign issuer [Rules 13a-16 and 15d-16] • Edgar (US Regulatory) • 05/16/2024 02:11:34 PM
- Form 6-K - Report of foreign issuer [Rules 13a-16 and 15d-16] • Edgar (US Regulatory) • 05/16/2024 01:27:41 PM
- POET Technologies Reports First Quarter 2024 Financial Results • GlobeNewswire Inc. • 05/15/2024 09:30:00 PM
FEATURED Element79 Gold Corp Announces 2024 Clover Work Plans & Nevada Portfolio Updates • Sep 10, 2024 11:00 AM
Kona Gold Beverage Inc. Reports $1.225 Million in Revenue and $133,000 Net Profit for the Quarter • KGKG • Sep 10, 2024 1:30 PM
Nightfood Holdings Inc. Completes Major Step on Uplist Journey by Closing Strategic All-Stock Acquisition of CarryoutSupplies.com • NGTF • Sep 10, 2024 8:15 AM
Element79 Gold Corp. Announces Sale of 100% Interest in Elder Creek, North Mill Creek, and Elephant Projects to 1472886 B.C. Ltd. • ELEM • Sep 9, 2024 9:34 AM
North Bay Resources Commences Gold Shipments, Fran Gold Project, British Columbia; Enters Taber Gold Mine JV, Sierra County, California • NBRI • Sep 9, 2024 9:15 AM
Simple Stock Loans Announces Unique Solutions For Investors Looking for Alternative Liquidity Amidst Recent Small Cap Rally Sep 6, 2024 9:30 AM