RE:RE:RE:RE:2x6It occurs to me (I have not stated it publicly up to this time) that the reference to the GaAs Lab takeover attempt of Anadigics was removed prior to the announcement of competing bids because POET may have been aware of the new competing offers? Probably just co-incidence or maybe the anticipation that new offers could occur and it was a pre-emptive action in anticipation of a fluid condition. So that statement would have been out of date as soon as the competing bids began.
I have had some interesting feedback from RF but I really can't talk about it as it is a condition of him speaking with you...Rightly or wrongly that is the way it is. So I would strongly suggest for anyone who wants some reassurance that POETs plans are intact to give him a call. It will go to voice mail but he is generally good at providing a call back.
In terms of what POET is doing re the Active Optical Cable they know the design standards and recent hire plus what the company has told us indicates that they will build AOCs themselves. Which really means in my opinion that they planned to put into place a contract with a manufacturer for assemble of the SFP/QSFP connectors. But it does make the 2-6 buyout offer look interesting.
POET talked about the need to build the AOC themselves as a “show me” for industry and once the supply chain was established they could continue to produce at limited scale. The multi-year epi wafer contract supports that theory. But they also recognize the need for partnerships in a licensing model which has also been talked about to supply the higher expected demands.
So the 2-6 buyout does become very interesting in terms of could it represent an early license where 2-6 sees and opportunity with no downside to be part of that whole supply chain. In other words they have the opportunity to be an early POET adopter (licensee) or use the facilities to produce in a growing market regardless of POET. Myself I tend to believe that POET was the motivation for the takeover offer.
So there is no answer available to this question as yet but I think it is reasonable to expect this to be answered very shortly to enable discussions on the conference call. And hopefully early enough so that questions can be submitted on this topic.