Replies to post #5966 on Poet Technologies Inc (POET)

[KCCO7913]

To your first paragraph…

Unfortunately I think the terms revolve around engine speed and not overall data rate. I’m surprised you’re not seeing that in the JV agreement.

The only revenue going to POET and not SPX would be for the light sources and 400G engines outside China.

Looking at the current product/customer list…it appears CAI/light sources are the only product right now that would create revenue directly to POET.

The ADVA product is based on 100G engines so per the JV agreement that revenue goes to SPX. Maybe to comply with BABA…POETs next move is to announce a change of manufacturer for the 100G engines for ADVA. Maybe coincide with an early sale of a piece of SPX? POET wouldn’t have the upper hand in that negotiation if those are tied together.

The next few weeks will be fun to watch. News is coming , financing is coming, and some sort of restructuring should be coming. I’m guessing the OFC news will be completion of a 400G Tx prototype.