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

Alternate Symbol(s): POET

Technology Semiconductors

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

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POET Technologies Ord Shs > FJ said POET has no competition

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Post by ark88 on Dec 08, 2023 10:19am

FJ said POET has no competition

Nice of BreadAndCircuses to post information on competing tech/companies.
In 2022 Marvell Technology introduced industrys first 800G optical engine. Now Suresh has acknowledged that POET needs to modify its optical engine with EML which is an industry standard.
POET will need money to do this in the next yeat or two.
Do you have any idea what the marketcap of Marvell Tech is?
Take a wild guess........$46 BILLION

https://agoracom.com/ir/POETTechnologies/forums/discussion/topics/796738-marvell/messages/2400910#message

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Comment by ark88 on Dec 08, 2023 10:34am

Again, it just begs the question, why wouldn't a $46 Billion dollar company not take a stake in POET? I have no doubt that Marvell's R&D for the optical engine is probably many times the marketcap of POET. If the pie is that huge, wouldn't a prudent manager put a small percentage of your R&D on a possible tech that may disrupt your business?

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