Replies to post #5572 on Poet Technologies Inc (POET)

[KCCO7913]

I think his point is that it’s pretty clear the Fabric 1.0 is not using POET’s interposer and CAI is using its own photonic bridge technology.

[KCCO7913]

Also, his comments jive with what I’ve been hearing from my contacts who work with GF Fotonix.

The SiPh ecosystem has exploded over the last few years.

POET’s primary advantage of cost and scalability erodes as SiPh continues growing.

The question at this point is does it stay niche, or does it displace?

For now, the LightBar is what keeps me here.