RE:RE:RE:RE:The FUD seems not to be working!Your posts are meaningless until "production sales" trends are projected and analyzed at that future time.
Why Poet went down was the expectations were once all around GaAs and Poet did not even have a customer to talk about then, because the 4th terminal issue game up causing that to be shelved for the time being; more accurately, Suresh did not pursue that, in my opinion, because customers and the industry were not ready for such a huge change. So Poet got caught up in promotion back then by the "capital markets guy" as rumours of selling Poet or licensing was floating about. Of course, you have to have something to support the elevated share price; hence, it came down. That is what the market remembers and that is why it is hard for the share price to hold those past levels. At least it is a watermark for Suresh's Poet to break through with the backing of its current customers and pre-production sales announcements as more evidence comes forth.
It is already been analyzed that Poet expects about $800 million in sales revenue from Celestial AI when Celestial AI is ready to move ahead. We know now that is part of the photonic fabric that Celestail AI has in its technology. So market expectations are based upon production sales commencing through the JV and with customers like Celestial AI and ADVA. So we are getting closer to "proof" that will awaken the market's view of Poet in my opinion.
gilver
wintersun10 wrote: Perhaps explain why management was selling at the peak. While they were promising sales by Q3 and Q4 last year.
If you do not want to talk shear prices. Then we get to the root why they lost all credibility in the stock market. Nothing they say will prop up the shear price anymore. Everybody says, oh yeah. Heard that before.
In sales all you have is credibility. If you lose that, you lost all.
And yeah Poet is in sales. Shearholders and customers have to buy what they say. And its not happening.
And yeah Poet is in Tech too, but your credibility comes first.