A Reason Why Poet Maintains Confidentiality Until Announcing"
Go to the blog on the website. 5. Why can’t POET announce the name of its market-leading DML supplier?
Some of our partners on both the supply side of our operations and the purchase side have asked us to maintain confidentiality. There are a number of reasons why they don’t want their name revealed at this time and those reasons are largely to do with retaining an edge over their competitors and maintaining the sales performance of their products currently in the marketplace.
So BROADCOM are we in the TOMAHAWK?"
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Even myself in the past has alluded to similar reasons of confidentiality as BASIC LOGIC, bashers. But the bashers seem to be in denial of this premise and would rather mock the NDA as they have done with many of their posts. Let's face the facts. Poet has a disruptive widget that changes the photonics landscape. Their current customers and/or future customers would need to adapt their products and entire photonic product lines while concurrently continue to try and maintain their market share in data centers and other industry sectors, with their reputable and reliable soon-to-be legacy products. It has to be carefully timed for their transition. Poet has shown them the path and their customers must balance the stages of their transition to prepare for accelerated change which will happen fast eventually. So would it not be logical to come out when you are ready as billions of dollars in their sales are at stake?
With the amount of legacy products by Poet's or the Photonics Industry's customers in the marketplace, there basically would need to be a transition from those to OI enabled products. So when could that transition take place? It would be on Poet's customers timetable.
Let's pretend that Poet has Broadcom as their customer. What is Broadcom's market cap? Who is the boss then? Ewe sea.
Readers, imho, the penny-pounding in front of bulldozer by the basher-traders is simply low-minded self-serving fear-mongering scare tactics to get trading shares as they do what they do to all penny stocks they target. Do they want companies to be financially weak so that they continue to need more financings which dilutes the stock to even lower prices? Do they then like to play on shareholders' emotion with excessive bashing, attacks on the company management, and try to humiliate the esteem of any steadfast shareholders? IMHO, it's all an act that is done to any penny stocks they target. It never has anything really to do with management or the company. Bashers like a story and they like lots of financings to make their bashing appear successful as there sump pump directs the flow of trading shares to them and they sell your former shares back to you as they try to label you as a bagholder while those shares go into their next cycle of weaker state. It is a rinse and repeat process that eventually drives most of the unsuccessful penny stocks into oblivion.
All the above becomes redundant when the right elements come together for the company and the bashers get caught with their pants down. The company only needs to be right in the proper way once. The right management with the right solution for the market place knows that and that is why NDAs are in place for themselves and even more for their customers' best interest.
Google Below to see for yourself.
market cap: Broadcom Market Summary
market cap: Poet
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