POET Technologies Ord Shs V.PTK

Alternate Symbol(s): POET

Technology Semiconductors

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.

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POET Technologies Ord Shs > SPX

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Comment by wintersun10on Dec 23, 2022 4:38am

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Post# 35188873

RE:RE:RE:RE:RE:RE:RE:RE:SPX

To prove to the market you are not full of hot air.
To increase the share price, to limit dilution.
To prove to the market you are capable of selling something and you have the production know how to deliver orders if and when they ever come in.
Why did they have a jv with Sanan named SPX? To mothball operations? Are you kidding? You cannot be serious?
You want your legacy products to have zero sales? You want your legacy to be a zero? Come on.
The promise for 18 months was for sales in Q 3-4, so do not pretend it was all planned to skip the legacy products. Just check to see why they started SPX.

Mindboggling rationalizations here....Tell i am dreaming....this is insane.

lscfa wrote:
AvesNeverLeft wrote: Gilver, I don't disagree with the logical path of what POET is doing. Allowing SPX to carry on with the 100-400g in china while they develop the next level makes great sense.

The question becomes. And we keep saying the same thing over and over again, where are the sales for the 100-400g? Investors should be updated on this progress, or perhaps we aren't for lack of it?

Suresh downplays this segment on every call and talks about the future being 800 and beyond. Fair enough, but if you can't mfg and sell a 100g transciever, how can you mfg and sell a 800g one?

All they have to do is one thing and one thing only. Announce an actual sale. Even if it's 100g to 'Ma and Pa's' second hand store in Shanghai. Just annouce something, anything.

If the 100 to 400 segment is being commoditized with very low margins why try to make and sell anything in this segment?