RE:RE:RE:RE:Making sense about POET @bliss
But in all reality, POET hasn't done sh1t? Why do you believe UConn can deliver something the Tech Giants cant or didn't think of? Doesn't that sound way to good to be true? Is that a trip or what? How could tiny little POET make us all millionaires? Please tell :)
The story goes that Geoff has been working with materials (II-V) that have fallen out of favour as a basis for the IC, except for niche applications. I think that Intel, IBM, et al. could have discovered what Geoff has invented if they were not fixed on silicon. Unfortunately (for them), they have too much invested in CMOS to consider anything besides silicon photonics.
What Geoff has done is solved the problem of complementary logic on GaAs (or GaN), and he invented a new type of laser that can act as a detector allowing photonic communication on the chip. Further, the electronic components (the transistors) can control the photonics on the chip also.
It's really hard to say that the folks a UConn "haven't done Sh!t"
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It appears that you think POET can't succeed because probability says it is unlikely. I like to weigh probabilities too, but this isn't a situation like drawing out of a hat. There are good reasons to think POET can succeed. Admittedly, I am becoming impatient with the delays and the apparent lack of interest from device makers. What's keeping me optimistic is the number and calibre of new talent that have come aboard recently. These guys have apparently left secure positions to work for us and some have taken a serious pay reduction.
I am one of few on the other board who give nearly zero credence to the rumours floating around these days. I'll believe we have deals in place when we see them. In the meantime, the new hires can make themselves useful and provide a market update.