Post by
gilver on Mar 17, 2023 1:48pm
Bigger Than Poet, but Poet is Part of It
In my opinion, here is why it is taking time for Poet to be recognized by everday analysts and laypeople. Don't be mistaken about the kind of excitement there probably is behind the scenes.
What Poet has invented is DISRUPTIVE!
Poet's interposer is a widget that most likely will adapt many kinds of electronic products needing
to be interposed between silicon and photonics. It is a huge step-up for the industry.
Essentially, what Poet has is something that changes the infrastructure of I.T. industry segments
by its disruptive nature. From history think from transistors to silicon chips, and now in the present think silicon chips to photonic solutions.So this is why information is so closely held under NDA because its positive implications are huge in changing the I.T. landscape as the transition to photonics happens.
So the best news will come out of Poet's relationships with others on impactful key announcements
as the result of the processes (big bang) out of infrastructure. Therefore, by its nature, the announcements will likely be shared from that timetable. It's much more complicated than people realize, but at the same time, much bigger than people can comprehend in terms of what is potentially coming together involving Poet's interposer.
I surmise that key analysts will come aboard and flock to Poet once these broader-based announcements are ready to come forth. In the meantime, Poet's announcements, to me,
are growing stepping stones that will define the broader-based announcments that people are waiting for. Therefore, patience.
gilver
Comment by
maestrodrumboe on Mar 17, 2023 3:10pm
This post has been removed in accordance with Community Policy
Comment by
wintersun10 on Mar 19, 2023 11:38am
Definitely a one trick pony. Interposer can get used in different computer sections. But it still an interposer.