Post by
gilver on May 25, 2024 11:41am
What Does Being Designed-in With Luxshare and Foxconn Mean?
Eventually, as Luxshare and Foxconn sell their products (semiconductorized by Poet), to their customers, just look at the lists of who they will sell to. For certain products with the same or similar function, could Poet be in the product lines of Foxconn and Luxshare? Large companies like Apple, etc, strategically liked to ensure themselves with more than one supplier.
Thinking about the above, might that be why Poet appears reasonably neutral, so that they can be trusted to supply even Poet customers that might compete against each other in different areas of the industry? Therefore, by being low-key, its Poet's customers that sell and do the promotion, Poet just happily supplies everybody who sells for them since it is Poet's customers, and probably more to come, that are locked-in with commitment from their customers, being global giants in their sectors. All the above is my opinion only. Opinions are allowed here, especially forward-looking ones, or why bother to be invested here?
gdemocracy
Comment by
daytrader18939 on May 25, 2024 1:39pm
Sounds to me like there will be a lot of NR's for that to happen and we all know what happens to Poet's sp after a NR.
Comment by
MISTERFB on May 25, 2024 1:48pm
Don't assume that this pattern will continue. The moment they start showing real revenue this will be like a coiled spring or another anology would be a sailor that has been to sea for months and arrives at port. Volatility works both ways.
Comment by
daytrader18939 on May 25, 2024 2:15pm
Posts like yours keep the FOMO continuing.
Comment by
wintersun10 on May 25, 2024 2:30pm
Nothing wrong with some more FOMO, because there will be no sales for years. That is if everything goes according to plan. The long shear holders need all the FOMO they can get.
Comment by
wintersun10 on May 25, 2024 2:34pm
But, ofcourse this is like real estate. Housing is way too expensive, if you are a buyer. For sellers, why are they trying to get the prices down? We are voters or tax payers too. Prices are never too high.
Comment by
daytrader18939 on May 25, 2024 3:17pm
Without traders there would be no liquidity. Is that what you want?
Comment by
spygate on May 26, 2024 9:13am
haha...havent heard that before...coiled spring yada, all roads lead yada, up and to the right yada...how about truh and reality, depressed SP, cash will eventually run out again due to lack of sales, lack of finacial stewardship, lack of a business mind running the show. A bunch of techies that seem to be fairly smart and a bunch of sheep that follow them