RE:ValuationAccoriding to my understanding from Poet's earleir roadmaps, they forecasted entering 100G in the low-end of the market mainly in China where 100G was still in high demand. For the rest of the planet, I recall Poet wanting to enter the 400G market and to become a leader there. However, since Poets customers' customers prefered 800G and a path forwards, Poet has had to adjust their roadmap which is reasonable and understandable. Poet had called its inteposer speed agnostic and they have proven that, so now 800G and beyond would be where Poet desires to take the lead as Poet's customers' customers are learning about the elegancy and advantages of the Interposer integrated into their products. That is quite a leap.
gdemocracy
lscfa wrote: Poet revenues delayed due to hyperscalers skipping 400g and going to 800g. However, 800g prices are 2-3 times higher than 400g so present value of larger revenues further out > lower revenues sooner.