Replies to post #5835 on Poet Technologies Inc (POET)

[allwillbewave]

The company has no technical advantage that many in the industry aren’t doing by other methods.

All the large foundries have their own manufacturing and design systems in place to give the Pic designers what they want. They have but one solution.

Look at TSMC, Global Foundries, Tower Semi,
Broadcom etc.

Poet optical interposer is now one of many photonic Pic packaging technologies.

Without significant design wins feeding really large customers they are a very high risk investment.

Event Celestial AI is not using the Poet Optical Interposer for the photonic fabric. Yes the light engine is Poet and maybe if celestial is widely successful it may propel poet along but the optical interposer that Sanan and Poet are marketing is not being utilized by the foundries.

This stock is a very high risk for long term holders Jmo.