RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:Making sense about POET @poetinvestor
I think we're more debating semantics of the word product now.
Yes, but remember my original post stressed the importance of semantics in distinguishing products and devices POET produces and those that the customer will produce. I was wrong about a prototype not being produced by POET, but I believe such a prototype is to be used by poet to optimize their process and also to eventually show customers what's under the hood of our Ferrari.
40ghz VCSEL and 100nm ring oscillator are prototypes that should not take nearly as long as they've taken, and I don't buy into the conspiracy theories that have been used to justify the delays. Time to put forward your proof, POET.
We don't have the perspective to make this assertion. Remember these timelines came from POET as did all the cautions about forward-looking statements. You don't believe in the "conspiracy theories" put forth by POET, and all that says to me is that you are selective about the kind of information POET make you believe. I think your statement should have been reversed to read: "I don't buy into the conspiracy theories that have been used to justify the delays, and for that reason I think prototypes that should not take nearly as long as they've taken." This way it can be understood as an opinion rather than a fact.
Ring oscillators are a SIMPLE structure (speaking relatively of course). That we can't produce one is very, very concerning.
Ring oscillators can be simple if all you're doing is putting 3 inverters in series using a process you've used forever. The fact is that POET has been building oscillators for the past 2 years. What they appear to be doing now is optimizing the processes at 100nm in a fab. This is the time consuming part. But once they are done, there will be no debate about whether POET can produce the results they say can.
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Having said all this, there is definitely a need to get the show on the road. Every day innovations in silicon are paring away the advantages POET claims to have over it (see today's GF release making the rounds:[url=https://https://globalfoundries.com/newsroom/press-releases/2015/07/13/globalfoundries-launches-industry-s-first-22nm-fd-soi-technology-platform][/url])
My hope is that PET has it in the bag and they are waiting for an opportune time to make it public.