POET Technologies Inc. V.PTK

OpenLight Unveils First 800G DR8 Photonic Integrated Circuit

[lscfa]

https://www.newswire.ca/news-releases/openlight-unveils-first-800g-dr8-photonic-integrated-circuit-design-to-advance-global-datacenter-interconnect-industry-843322258.html

[wintersun10]

So, in 2026 Poets 1.6 will be legacy?

[maestrodrumboe]

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[maestrodrumboe]

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[Poetwhen]

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[jamesz]

Poet just not there yet..it will be at least another 2 years befor they generate any significant revenue.judging from the Sp something not seem right ,seems a few duck missing out of the line.copanies like openlight are backed by hevies with deep pockets,so it will be easy for them to steal the show,the way i see it

[wintersun10]

Poet better start earning their stripes at the legacy product level. You cannot expect to parachute in at the 1.6 level. You need to train all operations at the legacy level. Or you likely fall on your face debugging at the 1.6 level.

[gilver]

Poet is in a "position" to parachute in at the 800G, 1.6T, and 3.2T. Years ago, in past versions of their roadmap, they marked themselves as a late entry into the 100G. Through SPX they have directed their "legacy" 100 g/200G because the market for that in China is substantial. Poet then planned to gain momentum in that space which sets them up for the 800G and beyond for

[Poetwhen]

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[maestrodrumboe]

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[fairchij]

Maybe you should have invested in Rockley instead. How many years, how much money on the same platform. $400, $500 million applying the best waveguide technology that conventional, monolithic SOI silicon photonics can achieve. And no product  to offer for all that work, time and most of all the enormous amount of money spent. They got that money because the silicon industry is totally stuck

[wintersun10]

So, we ignore the Q 3-4 promise of sales and orders? We just ignore the reality that in a couple of years everybody and his brother is coming out with 1.6 stuff. How you gonna finance a couple of years of no sales A couple of years of financings , dilutions. Dilutions cap your upside. Financings and no money run down the price of Poet to $1  over the next couple of years. No concern of

[fairchij]

You acknowledge delays and leapfrog the industry with the first fully integrated 800G optical engine now that POET has the best available flip chip DML's in the industry as codesigned with Lumentum, an industry leader.  Obviously you failed to comprehend my post. A pretty typical response from one of this forum's loudest critics. Very much expected.  

[Orangotango]

still waiting Here for the tremendous potential of poet. Interposer platform …… that no one understand. only agoracom member can see the potential noone else , I guess!,,,,,,,,are you back FJ??

[wintersun10]

For 18 monthe we have heard about Q 3-4 sales and orders. Now they are talking these were legacy products. They never sold, are you kidding me? Yes, i am not interested in further promises or fantasies, when Poet is not delivering. Tell me, how is the stock NOT gonna crater with no sales or orders? This is the stock market. This is a money market. Nobody falls for tech stories when the old Tech

[Orangotango]

love is blind,,,,,,,,,,

[Poetwhen]

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[fairchij]

Wintersun; do you understand why it is that POET can do a 1.6T in a small form factor pluggable when no one else has been able to make that claim?

[Orangotango]

lol , this is funny, they can not even pull off the 400 and you are mentioning the 1.6T!! come on FJ,time you to go back to fantasy land j

[wintersun10]

They can make the legacy products too. But where are the orders? sales? You have said all kinds of stuff. The only thing i accept is a NR with sales and orders. Your stories are entertaining, but it does not qualify as information on which self respecting share holders base their decisions.

[Orangotango]

road map is just on paper gilver , different story is to make it happen. did not poet history teach you that?

[gilver]

Your opinion, in my opinion, does not represent Poet history. You seem to represent alternative facts to support your criticism and I don't buy it. gilver

[Poetwhen]

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[Orangotango]

you don't, so the market, funny uh!