RE:RE:RE:Video from parent company of Poet's Customer ADVANo Sales.they have been sampling for over 2 years and guess what?..not one decent design win or PO.No NA partner.No institutions that are willing to risk to invest and the worst is that they are cash strapped.They barely have enough cash to see them through to the end of this year.every Q/ every year,they seem to punt their timeline forward 'First it was GaAs,then it was the data centres,Now it's AI.yet they can't even find buyers for their 100/200/400G..where is the revenue there??
So lets be real,who in their right mind,be either customer or large investor, committ Big dollars on a company that is virtually Broke and burning cash at the rate of 20 Mill per year.Even if they were to score a big order,how is Poet going to be able to guarantee supply and meet the customers demand?JMO
If you have any of these answers,I would like to know....lol..
wintersun10 wrote: Poet has no sales. So, whoever is supplying that, its not Poet.
Simple enough.
Poetwhen wrote: Adaboy Rocco...you keep pumping. $5.82 is what matters. Have a nice weekend.