POET Technologies Ord Shs V.PTK

Update Video

[wintersun10]

[wintersun10]

They said they did a great job. Had to overcome many obstacles. Such as Covid the 1st 2 months of the year in China and issues with components. Why they found a supplier in Germany? Probably overcoming obstacles at the last moment showed up as fangate. They are talking to lots of customers. First production in a couple of months. And more samples in a couple of months. So, they say they are

[wintersun10]

Poet management is acting as if they pulled off a miracle. Shareholders wondering what just happened other than fangate. Orders is the language, tech mumbo jumbo is not. Really they have to separate the Tech Geniuses from the Sales Force, the Tech Gurus never sold a single thing, because they are not sales people. First priority growing a sales force. But of course if you don't know if

[wintersun10]

And the poor quality esp sound is just more confirmation that the sales force needs to get established. Very difficult to distill what they were saying. A sales force that quality controls the sales efforts. Just meeting deadlines as a Tech Project is not a serious effort to convince buyers to put their money on the line. Again, Get A Sales Force, as you Sold Zero. You only impressed yourselves.

[lscfa]

[lscfa]

  100G  CWDM4 RX have already been released for production…..   100G  CWDM4 TX will be released in the next couple of months…..   100G LR4 was a custom product for ADVA but is now a standard product for all,  sampling to customers over the next  month, production in H2…..   400/800G RX already sampling to a few customers

[lscfa]

Now that the 100G LR4 will sold to others besides ADVA expect sales to be greater....     POET will send beta samples to ADVA in the first quarter of 2023 and production is expected to begin in the second half of 2023. POET will likely start with hundreds of units per month in 2023 and then ramp up to thousands of units in 2024. The end users will be companies in the

[lscfa]

Co. needs to give guidance in revenue dollars. The analysts estimates for 2023 of US$3 mil and US$1.9 mil are too low.       

[Poetwhen]

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[gilver]

"100G LR4 was a custom product for ADVA but is now a standard product for all,  sampling to customers over the next  month, production in H2….." That part of the video presentation, in my opinion, is interesting. By doing design wins with customers there could result in spin off solutions of which poet can sell to others. Maybe ADVA's sales forces could be behind