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POET Technologies Ord Shs V.PTK

Alternate Symbol(s):  POET

POET Technologies Inc. is a design and development company. It offers high-speed optical engines, light source products and custom optical modules to the artificial intelligence (AI) systems market and to hyperscale data centers. Its photonic integration solutions are based on the POET Optical Interposer, a novel, patented platform that allows the integration of electronic and photonic devices into a single chip using wafer-level semiconductor manufacturing techniques. Its Optical Interposer-based products consume less power than comparable products, are smaller in size and are readily scalable to high production volumes. In addition, it has designed and produced novel light source products for chip-to-chip data communication within and between AI servers, the next frontier for solving bandwidth and latency problems in AI systems. Its Optical Interposer platform solves device integration challenges across a range of communication, computing and sensing applications.


TSXV:PTK - Post by User

Bullboard Posts
Comment by BlackAdder23on May 27, 2016 8:49am
136 Views
Post# 24909508

RE:RE:RE:RE:RE:RE:RE:RE:RE:Just Reviewing the Investor Presentation

RE:RE:RE:RE:RE:RE:RE:RE:RE:Just Reviewing the Investor PresentationThe math makes perfect sense since the combination of the labour/mechanical assembly/jacketing etc. may be 70% of the overall cost.  Copper could be 20%.  So if 90% of the costs are equal or higher, you can see why simply looking at the cost saving on 2 components of the overall assembly tells us nothing about the total cost structure.  

The point is - I don't know and you don't know what those total cost structure is, we have to rely on managemen to educate us.  If they are saying they can geta  50% GM at 1.5x the cost and provide significant operating saving we have to take that at face value until we have a completed asembly and have further cost knowledge - both on the device costs and what the operating savings will be.

Bullboard Posts