InvestorsHub Logo

allwillbewave

01/08/24 12:51 PM

#5743 RE: mackwheaton #5742

Hi Mack,

I did read it and there certainly some logic to what he is saying.

I assume Poet is recovering some operational overhead cost by selling the optical interposer wafers to superphotonics.

But to put out a release that says they had to give up revenue opportunities for 100g , 200g and 400g does not leave a great impression on investors.

I hope the financing goes well.

prototype_101

01/09/24 7:33 AM

#5746 RE: mackwheaton #5742

Mack, in Monk's example he has Poet booking 10 million sales on the Interposer sales to SPX and SPX booking 30 million product sales, but I also recall Zacks showing Poet 2024 Revenue as 2 million, it would be great if Poet got 10 million Revenue but somehow I think Zack's has better handle on this estimate as an analyst, would you agree?