Like with Poet, I am moving forward and not going back.
For those who have posted all kinds of fear and doubt and constantly refer to the past, here is a very reasonable explanation about Poet from Adora posted today by FJ (paraphrased) & condensed for you) & other parts quoted:
The Interposer is a new technology. For giant companies to adopt that technology, Poet had to prove to their customers that it can be proven to be capable of being a reliable solution.
"They were too late to have a big impact at 100G. Suresh had great success with the DML which is extremely energy efficient. The path is not always a straight line when your target is moving and companies are trying to project the correct direction to take. POETs platform is a model of efficiency and so companies like Misubishi need a platform that is fast to integrate their devices."
"POET has met that requirement and Luxshare who were early was able to see how good POET is when they applied the 400G RX...That was a starting point."
"It takes time to prove the level of reliability that this industry needs to get behind a new technology and POET has achieved those benchmarks in the eyes of those companies that want in."
Simply well-said. Now that Poet has line-up big names they are curently working with, the bookings of revenue will follow. I suspect that the revenue streams will be very strong out of the gate. When those floodgates open, as Suresh (paraphrased) says, "... ultra-growth in years that follow."
gdemocracy-capitalism