Mack, I agree with both of your posts, and Strik, I think your $500 Million price target ($1.50/sh) should be achievable in 2020, from the AGM presentation,
Slide 4
To become the global leader in chip-scale integrated photonics solutions by deploying our Optical Interposer technology, enabling seamless integration of electronics and photonics for a broad range of vertical market applications.
• With a truly unique set of features, the POET Optical Interposer has disruptive potential and can open new markets for the Company
*** What makes the Optical Interposer so unique? • Low-loss, singe mode passive waveguides with unique properties facilitating integration • Total CMOS compatibility for exploiting true wafer-scale assembly - driving down cost and complexity • An elegant design and assembly scheme that is flexible, scalable and applicable to a wide range of applications.
As new architectures emerge for AI and ML, traditional methods are being supplanted by new ideas and concepts. The driving factor for moving optics closer to the data source is to reduce power hungry interfaces of today. On-board optics are the first step towards building systems of the future where photons and electronics operate at wafer scale.
- Brad Booth, Chairman and President, Consortium for On-Board Optics
Slide 13
POET Product Roll-Out Strategy
*** Intersect Data Center market with 400G products (DR4 and FR4)
o 400G market has been delayed, working to POET’s advantage to capture leadership position o Current strategic customer partnerships are #1 priority and opportunity *** Leverage cost advantage of POET Optical Interposer to penetrate the high-volume 100G Data Center market
o 100G unit volumes projected to continue to increase over the next several years o Further economies of scale from multiple Optical Interposer applications
*** Leverage disruptive cost advantage of POET Optical Interposer to penetrate 5G wireless telecommunications
o Lower complexity 25G optical engine o POET is well positioned from a market timing and technology platform perspective to participate in the 5G wireless growth opportunity
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