Replies to post #460 on Poet Technologies Inc (POET)

[buccaneer1961]

POET video http://vimeo.com/111059234 Dan DeSimone:


Presentation highlights

- Development costs are so high for small node chips that only products with massive volume market are feasible. A lower cost POET chip will allow products with smaller end markets to become economical. Foundries can make more business cases work.
- POET's unique optical-electrical devices will allow designers to "think outside the box" and come up with some new circuit architectures, novel solutions.
- Static RAM in CMOS takes 8 transistors (devices), POET can do it with 2 devices
- Longer USB cabling uses a electon-photon converter at each end which requires 4 CMOS devices per end, POET can do it with 1 device per end.
- For commercialization POET has picked nodes that are very relevant for integration but the technology is very scalable beyond those nodes.

[RetiredBroker]

JB
Believe SI was unfortunately forced to sell

http://www.marketwired.com/press-release/pinetree-capital-announces-status-of-convertible-debenture-debt-covenant-tsx-pnp-1966472.htm



These POETF prices seem to be of extraordinarily good value
Have stepped in and bought last week

[narnia1000]

"I am only somewhat familiar with the Company"

That is obvious.

There is no need for financing, secondary financing, or death spiral financing. POET has in the area of $14 million in cash.

As for SI, he is involved with his own machinations where his fund (Pinetree Capital), and the debt covenants are concerned. Anything he does with regards to selling is in no way directly linked to his belief in POET, nor his expectations of POET's future. He has a mountain of his own personal shares too. The last thing SI will do is unload.

"The guy" in the video is Dan DeSimone, and he is the Technology Director, and a Vice President with POET.

POETF