RE:RE:RockleyAgreed. MISTERFB. Poet offers a "platform" and there is potential for Poet to be useful for a family of products in any major companies domain. It is what seamlessly glues together silicon technology and photonic solutions. It is Poet's phontonic solutions that will make its customers product families better. It is a big deal and it will catch on.
When posters say things like "Poet $5 next week" (whether that becomes true or not is irrelevant). When posters say things along the line that ".... hold Suresh to this or that", they are blowing wind. It is the wind that sails their boat (trading agenda).
Reality is that Poet's customer control their marketing plan and their coming out public to their customers and targeted future customers. Poet has stayed true all along, in my opionion, because we are seeing more announcements and names that will ultimately lead into contracts, sales, and recurring revenue ---- why? Because the foundation that Poet created is the right thing to do.
In 2015, shareholders and/or traders balked at the idea of silicon-photonics when everyone seemed sold on GaAs. Suresh was years ahead and he has proved all along that the path that he and his team have taken will become more than a path for this company and it shareholders. In my opinion, it will become a "highway of success" with many lanes (verticals) of success. There might be
other companies with their own "individual" innovations that may work, but as it stands now, Poet seems to be unmatched with blue skies and blue ocean ahead. It just has taken time to build towards that. Remember, Poet is not a one-trick pony. It is a team of horses all capable of winning any race. Why? The kinds of customers that Poet has, in my opinion, will be in a sweet spot by working with Poet.
gilver