RE: RE: RE: RE: Infinera Tech and POET... Thanks for carrying the ball oogee. Re Infinera PIC’s… It is indeed an apples to oranges comparison. When I responded earlier in the day I started thinking about the companies which will be destroyed if they fail to adopt POET technology. I think a lot of smart money will be taking a close look at what companies will lose market share in the many vertical markets that POET could dominate. If POET gets a big buy out from a syndicate we will have an opportunity to see what companies are left behind. In other words it might be an idea to short some companies which will be unable to compete with POET.
| Optical Interconnection of High Speed Circuits | energy | POET (near term) | Current Silicon Photonics Solution | POET energy used compared to benchmark |
| transmit power | pj/bit | 0.27 | 7.2 | 3.75% |
| | | 4mW @ 15 Gb/s | 36mW @ 5Gb/s | |
| | | | | |
| receive power | pj/bit | 0.42 | 5.6 | 7.50% |
| | | 6.3 mW @ 15 Gb/s | 28 mW @ 5 Gb/s | |
| Optical Interconnection of High Speed Circuits | energy | POET (near term) | IBM (DARPA Terabus project) | POET energy used compared to benchmark |
| transmit power | pj/bit | 0.27 | | |
| | | 4mW @ 15 Gb/s | 55 mW @ 15Gb/s | 7.27% |
| | | | | |
| receive power | pj/bit | 0.42 | | |
| | | 6.3 mW @ 15 Gb/s | 67 mW @ 15 Gb/s | 9.40% |
The above tables were derived from the POET High Speed Optical Interconnect White Paper. As I noted in my comments following the Toronto Presentation. The energy efficiency of POET was never even mentioned as a selling point at the presentation. Other attributes of POET were so dominant over competing technologies that the energy savings card was not even played as selling point.
It is very easy to lose perspective and I think that happened today when the little ½ guy pulled out Infinera as a secret weapon against POET.
Well Infinera’s business sector is of such an important aspect to POET that do know how much value is attributed to High Speed Optical Interconnect in the original valuation report?
Not one dollar.
Economic income attributable to ODIS’ POET intellectual property portfolio as it
applies to the general computer market, which consists primarily of server
computers, desktop computers, and laptop computers.
?? Economic income attributable to ODIS’ POET intellectual property portfolio as it
applies to the defense contractor market.2
?? Economic income attributable to ODIS’ POET intellectual property portfolio as it
applies to the smartphone market.
We did not consider any other assets in this valuation report.3