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

Alternate Symbol(s):  POET

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

TSXV:PTK - Post Discussion

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Post by lscfa on Apr 10, 2024 11:57am

Licensing

Just what the hell is to be licensed? Won't licensing cannabalize sales of OIs, OEs and modules? Or will licensing be for only certain geographical areas like China?
Comment by lscfa on Apr 10, 2024 12:06pm
I guess licensing is a pivot from making OIs/OEs/modules. Licensing means they can lay off the sales dept as well as the finance dept.
Comment by wintersun10 on Apr 10, 2024 12:19pm
Regardless what you do, you need competent management. Without nothing works. Fe licensing requires you to police the IP. A totally different skill set. This crew has failed. They can pivot or pirouette, but the problem remains, incompetent.
Comment by lscfa on Apr 10, 2024 3:22pm
Licensing means upfront payments now and recurring royalties later. Upfront payments will sustain the co. while licensee takes its sweet time to design, make and sell modules.
Comment by wintersun10 on Apr 10, 2024 3:31pm
if it is so fantastic they should have done that right away. this looks more like a desperate last ditch effort.
Comment by gilver on Apr 10, 2024 4:23pm
Poet is not desperate, you just drum a theme here to make it seem that way. There is probably more behind the story than you understand, imo.  gdemocracy-for-seeming-disingenuity
Comment by gilver on Apr 10, 2024 4:17pm
That seems to be Poet's language today because it is the right time to go on this path, imo. gdemocracy
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