RE:RE:The POET advantage...a look at the thyristor.Ark they do need to execute and I think they are. What they are doing is not easy. It took a few months for them to understand what POET can do and can't do. There is a lot it can do but there is a lot that it can't do in different wavelengths that are applicable to longer reach and I think probably for in-plane applications. Thus the additions of DenseLight and BB Photonics and they decided to expand the platform for microdisplay and power applications with the A*Star joint development partnership. It was a lot to put on their plate.
What it can do well is integrate 850nm and 980nm which are wavelengths applicable to GaAs. I think people understand that integration in a single process flow is really what makes the POET platform a killer. But they have to execute and as Suresh says it is still R&D.
Now that being said the attributes of POETs VCSEL based 850nm optical engine are highly differentiated. I think the detector results really supports this view.
I think they are trying to do what they can do in the shortest possible time which is not soon enough for most of us but is the reality of a new technology platform.
They need to prove some of the aspects associated with the unique capabilities of POET. And I very much believe that until they achieve those capabilities very definitively we will not be advised. Not what we are used to for a Venture stock.
Some of you on this forum might be aware of what the POET thyristor DOES. The CP which is outdated now makes reference to 850nm as multimode. That is the industry standard and so fine if that is what POET is at 850nm. It was not what I wanted to see. It was a bit concerning for me reading that they did not have the optical engine presented as a single mode solution. For anyone who knows what the difference is industry loves single mode as it provides such a step change in data transmission improvements.
Slide 18 of the CP shows 850nm at mult-imode and it shows 980nm at single mode.
Since then two pieces of information have been passed on for our interrogation of whether they have achieved single mode capability at an early stage of development.
From the NR: The 850nm detector aperture diameter is way too small for multimode insertion. In other words it is designed for single mode operation.
And when we look at slide 16 of the May 17 presentation it clearly states that the medium for the POET optical engine for the AOC is single mode fiber. The competition is multi-mode. The advantages are very significant and it is something that everyone wants and seems to be leaning towards a premium for.
Its fast, the reach becomes multiplied, error correction circuits and latency are removed and the power budget benefits as a result.
I have to go but I will resume this discussion later.