RE:RE:2 Poet Insider Purchases (Riley) approx. 8300 shares Of course, JACKTHEBEAR2, it has not been pretty and our patience has been severely tested. The years before 2015 don't count ---- different management, different situations (pre-Suresh).
I feel Poet's coming out will be huge. Why? What Poet is asking its customers to do is completely rethink how they reassemble their product lines. Behind the scene there is probably a lot of rethingking / reconfiguration going on as by introducing the interposer as a "key component", it dramatically changes the size, shape, manufacturing processes, and controls around what makes their devices function more efficiently, scalable, and how and where this platform takes Poet's customers products. The benefits that Poet's interposer offers is revolutionary. Poet's customers have their reputation to maintain and their market share to maintain and of course, grow confidently. Poet's customers' customers are in vital areas of the technoogical infrastructure and, of course, Poet's Interposer is suitable for all kinds new applications. Those, of course, are built from the ground up.
Poet is doing many things in parallel according to Suresh (paraphrased). So, as each project progresses further, I anticipate a floodgate of news once the release of progress and other information becomes more public. But because Poet is "inside" that is really determined by their customer jostling to maintain themselves as reliable vendors to their global customers. The advantages of Poet are or will become more apparent as hopefully, multiple announcements start coming out to confirm the progress of Poet's multiple engagements with customers that are moving forward in parallel.
When I read about other solutions from different companies posted on the website, I often wonder if Poet is not already part of some of those solutions. It seems more companies have adopted Suresh's phrase "hybrid integration". The institutional buying along with some Insider buying will continue to position Poet. In my opinion, the position of strength is building but it has yet to be reflected in the share price. That will come or I wouldn't bother to stay invested in Poet.
gilver