POET Technologies Ord Shs V.PTK

Poet Making It Exciting for the Boring Transceiver Market

[gilver]

What is exciting is that Poet extends the life of legacy transceiver manufacturers by allowing them to have more profit margin on a lower manufacturing cost for 100g transceivers.  Then Poet has proven its scalability to go to 200g, 400g, 800g, 1.6T, and now 3.2T. This is precisely what the internet needs for dramatic bandwidth performance. Of course, the higher speeds will have even more profit margin until critical mass (commoditization) is achieved for each speed classification.
I forsee data compartmentalization for online videos and live podcasts possibly separated from the rest of the internet. Or the Apple, Meta, Google, Amazon, and X's of the world can tailor cost-peformance packages for their corporate clients.

What I forsee is that Poet's variety of transceiver speeds meeting the data flow needs for different aspects (uses) of the internet or even the kinds of customers adopting transceivers at certain baseline speeds. For example, the big boys (Apple, Meta, Google, Amazon, X etc) would not need to enlarge their data centers further for now. Instead they can replace lower speeds with the higher speed transceivers. They will be able to afford this high-end performance first. Smaller players have the other speeds to choose from and work within their smaller budgets.

All above in my opinion as Poet seems to make all of this possible.

gilver

[Poetwhen]

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