RE:RE:RE:RE:RE:2020 optical transceiver market sharesI says Bunk to your whining and pumping..
Foxconn did not validate POET...they have entered into a Colaborating agreement ,yet another of the many similar agreements that have gone nowhere and failed to generate orders and Sales Revs from other potential customers.
For that reason POEt has confirmed and earmarked around 10 Mill from the recent financing to develope the the 800G and 1.6 T by the end of 2024,so they claim..
Given Poet's past reord in meeting timelines I would say it be safer to say by the end of 2025..
Please read the NR and cease with your obsessive pumping and spinning of the News...
IMO,The SP is going nowhere until after shearholders vote on the rediculous repricing of some 7.5 mill options down to 1.75.BTW which are already $1.00 plus in the money..lol
Guud to sea that many Agora sheeple intend to VOTE a Big NO to repricing of the Options.
POET and FIT have entered into a collaboration to develop 800G and 1.6T pluggable optical transceiver modules using POET optical engines with an aim to address the growth in demand from cutting-edge AI applications and high-speed data center networks. As part of the collaboration, POET will develop and supply its silicon photonics integrated circuit optical engines based on the patented POET Optical Interposer™ technology.
gilver wrote: In my opinion the bending over backwards to bash for the sake of bashing is a "spiel". It seems 99.98 percent of your posts must be negative regardless of what Poet is doing or has done? It simply doesn't make sense for anyone to post several times a day on everything they can think they can find about a stock If you could divorce yourself from your prrsumed failure of a company, then perhaps you could find it lead readers to a company you are happy about? Question: Do sophisticated shorters rely on negative stock chat sentiment despite shorting being legal?
Poet is the only one in the market doing what they do at the wafer level? What you seem unable to say in my opinion, is that those producing and selling their current products are actually the companies becoming legacy and not Poet. Your presumptions about what Poet is doing in the present for future production can not be legacy when they are the company leading with their technology. What will present day transceiver manufactures who sell product now need to do to not let Poet make them legacy? You see that is where your argument does not make sense. Foxconn has validated Poet and their committment can not be to work with Pioet to become legacy. Your assumption is flawed in my opinion. Would the recent 3 instutional investors have ponied up $25 million US they thought Poet is to be legacy? Are you not criticizing for the sake of bashing then?
gdemocracy
wintersun10 wrote: i am waiting for Poet to announce they have sped up testing. 2 years is just too slow.
if over 2 years this current gaget is Legacy again, Poet is back at the same square Poet was years ago.
so, it is premature to hyperverntilate over the size of the market.