Bullboard - Stock Discussion Forum POET Technologies Inc. V.PTK

Alternate Symbol(s): POET

Technology Semiconductors

POET Technologies Inc brings solutions for faster and more cost-efficient data transfers. Its proprietary Optical Interposer is the foundation of an elegant platform that provides seamless integration of electronic and photonic devices into a single module. The company has multiple customers who build next-generation products for Data Centers, Telecoms, Artificial Intelligence, Internet of... see more

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POET Technologies Inc. > FJ said POET has no competition

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Post by ark88 on Dec 08, 2023 10:19am

FJ said POET has no competition

Nice of BreadAndCircuses to post information on competing tech/companies.
In 2022 Marvell Technology introduced industrys first 800G optical engine. Now Suresh has acknowledged that POET needs to modify its optical engine with EML which is an industry standard.
POET will need money to do this in the next yeat or two.
Do you have any idea what the marketcap of Marvell Tech is?
Take a wild guess........$46 BILLION

https://agoracom.com/ir/POETTechnologies/forums/discussion/topics/796738-marvell/messages/2400910#message

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Comment by ark88 on Dec 08, 2023 10:34am

Again, it just begs the question, why wouldn't a $46 Billion dollar company not take a stake in POET? I have no doubt that Marvell's R&D for the optical engine is probably many times the marketcap of POET. If the pie is that huge, wouldn't a prudent manager put a small percentage of your R&D on a possible tech that may disrupt your business?

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