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Bullboard - Stock Discussion Forum POET Technologies Ord Shs V.PTK

Alternate Symbol(s):  POET

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... see more

TSXV:PTK - Post Discussion

POET Technologies Ord Shs > It’s all about scale
View:
Post by Mackwheaton on Nov 29, 2022 8:55am

It’s all about scale

  1. POET Optical Engines - 75% smaller, 4 fit in the space occupied by a single currently assembled device. Size matters. Technology craves miniaturization.
  2. Normally economies of scale benefit the biggest companies, however POET’s ability to supply optical engines at chip scale allows them to produce their optical engines in volumes that the largest of suppliers cannot match. 

 

For transceivers, at 400G and lower, this may not mean much, it’s a commoditized market, highly competitive, very low margins. However, at 800G and up, nobody can compete, because these two factors of scale enable POET to produce at size and in volumes that others simply can’t. 

 

But transceivers are only the entry level proof points for the POET platform. Artificial Intelligence (AI) is a market for millions of POET devices at hundreds of dollars each, commencing in 12-18 months. 

 

And yes pennyflipping, there are real working products in hands of clients, as MisterWoo, whom you failed to answer suggests, read up on the difference between prototypes, alpha and beta samples for better information. Better yet, look at the slide presentation from the recent AGM on their website. 

 

From Slide 4   “Final production designs finalized and production masksets running in the foundry for product release (four in 2022, four in 1H’23)”. This indicates they are beyond the sampling mentioned above. If you need further evidence, go to Slide 9 to view the Alpha-Beta-Production Roadmap for products. 

 

Your characterizations of POET and SuperPhotonics make it pretty clear you are probably not a POET investor. There is still time.

Comment by Skycarp on Nov 29, 2022 9:26am
Great post Mackwheaton.  Sometimes I forget how far along poet really is. Bring on 2023!
Comment by wintersun10 on Nov 29, 2022 9:48am
Great post. We have all read these fantasies before. Right now the only size that matters, is the size of the sales. Where is the beef?
Comment by 2Biezzz on Nov 29, 2022 10:12am
Wintersun, these are not fantasies...these are all proven facts!  But you have right about one thing...sales is all that mathers for the market and for our SP.
Comment by pennyflipping on Nov 29, 2022 10:23am
Unfortunately it's not fact. There is a group of long term promoters who manufacture and misrepresent information. The SP is the hard measuring stick.
Comment by Poetwhen on Nov 29, 2022 10:24am
This post has been removed in accordance with Community Policy
Comment by pennyflipping on Nov 29, 2022 10:48am
It rhymes with copy and paste army?
Comment by Easypeasy on Nov 29, 2022 10:44am
I think if POET can follow thru as they claim, we will see solid share price market appreciation before meaningful sales-revenues now that they are in production as a result of designed in products for customers. Stock has been beaten down on low volumes so wont take much to get this thing moving. Seems to me institution is watching for proof point validation of producing intital 100g and 200g in ...more  
Comment by wintersun10 on Nov 29, 2022 12:24pm
What you think is what you think. We cannot make financial decisions on what is all going on in your head. We need to go with the facts, not to lose our shirts. Check Poet NRs and Qreports for the facts.
Comment by pennyflipping on Nov 29, 2022 12:42pm
The facts are that poet needs to raise more money and extend the timelines. It's speculation on my part, but I don't think the financing went so guud and they're spending 100k to hopefully raise 20 Million. That's a lot of cans. Lol
Comment by turr on Nov 29, 2022 12:48pm
LOL....Pennyflipping you keep working it and buying up the cheap shares while you can. They're not going to remain cheap much longer.  
Comment by wintersun10 on Nov 29, 2022 1:12pm
For our fans from Fantasy Land. We have the option here to IGNORE all posters we figure are a waste. Now you can ban like you always dreamt of at Fantasy Land. Even the mailboy can ban anybody. Stockhouse is the best Bull Board around. No Xholes that decide for you what is accepetable to post. There are rules, but there are no self imposed Leaders. Who on earth subjects themselves to a system ...more  
Comment by Poetwhen on Nov 29, 2022 1:55pm
This post has been removed in accordance with Community Policy
Comment by Investgold01 on Nov 29, 2022 9:43pm
Pumping turr?  so far i haven't seen any products, revenue? Since Opel actually. Have you?
Comment by Investgold01 on Nov 29, 2022 9:47pm
Poet has been claiming amd delaying for the last 15 years. Net loss 190M. They have an other 6 months to try to find big investors not accredited that gather 3M. This is peanut sorry. Mass production can't happen untilthey got a big beautiful PP. forget 2023-2024. Capital market is bad
Comment by pennyflipping on Nov 29, 2022 10:10pm
Unfortunately people who went all in on poet years ago DON'T understand the technology and completely wrong in their interpretation of the progress of the tech and (un)importance of the NRs. The marked already digested those NRs and the SP reflects the same conclusion that these are just lab samples no OEM can use in commercial products.
Comment by wintersun10 on Nov 29, 2022 12:21pm
Right, but we are not fanboys of the technology. We are shareholders and the only thing now that matters with this gadget is the Sales. Sales and NRs and Qreports. We do not need more tech fanboy posts. You can get all you want at Fantasy Land.
Comment by pennyflipping on Nov 29, 2022 11:06am
Pooet won't even have 100G/200G legacy products until end of 2023. The timelines for end of 2023 aren't even possible. Not guud if you are looking for sales next year.
Comment by gilver on Nov 29, 2022 9:59am
Excellent post, MacWheaton. It's definitely reality and contrary to what others, who may misunderstand what Poet has achieved, is not fantasy! gilver
Comment by Poetwhen on Nov 29, 2022 10:08am
This post has been removed in accordance with Community Policy
Comment by Mackwheaton on Nov 29, 2022 1:47pm
Companies developing new technologies often get a grace period in which to perform. POET used that goodwill up with the failure of the gallium arsenide technology. For the optical Interposer platform, it’s going to be “show me the money”, or maybe association with very large reputable players.    Let’s see what happens over the next few months, anything happening before the holidays ...more  
Comment by wintersun10 on Nov 29, 2022 2:00pm
Anything before the end of the year is overdue. Sure as heck not a bonus. The share price used to be double digits, but management sold shares. Bonus time has long passed.
Comment by Rickythewet on Nov 29, 2022 3:13pm
This post has been removed in accordance with Community Policy
Comment by beenthere on Nov 29, 2022 4:53pm
Rick, someone  earlier over at Agora was putting down SH because we were making fun of you. That's not the case, is it? YOU picked your name NOT any of us here at SH! Mistake or you just want to be " wet" here instead of " vet"   lol
Comment by Investgold01 on Nov 29, 2022 9:41pm
Wind of change? Are you pumping? 
Comment by gilver on Nov 29, 2022 3:35pm
That's a fair statement Mackwheaton. Glad to have you back here on this bullboard. Your input is always welcome and valued.  I do believe that Poet is good now and changed from the better when Suresh shifted the company from gallium arsenide and listen to his customers to pursue silicon photonics as now addressed by the Interposer. The market certainly has had Poet on a "show me" ...more  
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