Thanks to InThisThinRain on Agoracom for a transcr
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Posted On: 08/14/2022 11:18:56 AM
Thanks to InThisThinRain on Agoracom for a transcript of the recent Oppenheimer conference.
Here are some highlights........
Suresh: "The great thing is we finally have products in customers’ hands, customer penetration is underway, and we’re on the cusp of taking this technology through qualification and then into production. We’re building up the customer base as well as the supply chain to support the volumes we require. It’s a great time in the history of this company."
"In principal, what we’re trying to do is semiconductor-ize photonics. Photonics has always been a kind of esoteric beast, over the past twenty or thirty years. People have taken various tacks at trying to integrate photonics and electronics, a create a more semiconductor friendly version. POET’s taken an approach, using its interposer platform, to effectively do that, which is to demystify photonics’ packaging and to provide the semiconductor-ization of photonics, that allows photonics to peruse the same path in terms of cost and scale as semiconductors over the past thirty years. Our optical interposer is an extension of an electrical interposer that is used extensively in the world of semiconductors today. But we added some unique capabilities built into such an interposer that enables co-packaging of electronics and photonics to occur that then drives or unlocks the potential for photonics, in terms of scale, volume, cost and power."
And a comment from CWDM on Agoracom this morning.
Bargain Price.......
The number of customers is increasing rapidly. We will be a leader in data center transceivers and soon in defense applications (sensing), space applications (sensing), Lidar chips (sensing), chips for artificial intelligence (machine learning) and will provide chips for every smartwatch and smartphone (sensing, clinic on wrist). Still pretty insane what POET is doing here. POET has world-class technology and is oversold. Although we have fallen a little deeper than the Nasdaq index, the Nasdaq has already started to recover and I expect POET to do so as well, especially if positive news comes out soon. There is no sign or no reason outside of macroeconomic conditions that has caused this wave of selling in my opinion. I do not believe that a period of comments and (justified) questions from a group of investors on Agoracom caused the decline. Very, very much upside potential from now on. I can't wait to buy more shares tomorrow and I expect many to do so. At these levels, I don't even care if it's for 3.6 usd or 3.8 USD/share. This is a bargain price, I will pay what sellers are asking. Good times coming. Enjoy your sunday.
Here are some highlights........
Suresh: "The great thing is we finally have products in customers’ hands, customer penetration is underway, and we’re on the cusp of taking this technology through qualification and then into production. We’re building up the customer base as well as the supply chain to support the volumes we require. It’s a great time in the history of this company."
"In principal, what we’re trying to do is semiconductor-ize photonics. Photonics has always been a kind of esoteric beast, over the past twenty or thirty years. People have taken various tacks at trying to integrate photonics and electronics, a create a more semiconductor friendly version. POET’s taken an approach, using its interposer platform, to effectively do that, which is to demystify photonics’ packaging and to provide the semiconductor-ization of photonics, that allows photonics to peruse the same path in terms of cost and scale as semiconductors over the past thirty years. Our optical interposer is an extension of an electrical interposer that is used extensively in the world of semiconductors today. But we added some unique capabilities built into such an interposer that enables co-packaging of electronics and photonics to occur that then drives or unlocks the potential for photonics, in terms of scale, volume, cost and power."
And a comment from CWDM on Agoracom this morning.
Bargain Price.......
The number of customers is increasing rapidly. We will be a leader in data center transceivers and soon in defense applications (sensing), space applications (sensing), Lidar chips (sensing), chips for artificial intelligence (machine learning) and will provide chips for every smartwatch and smartphone (sensing, clinic on wrist). Still pretty insane what POET is doing here. POET has world-class technology and is oversold. Although we have fallen a little deeper than the Nasdaq index, the Nasdaq has already started to recover and I expect POET to do so as well, especially if positive news comes out soon. There is no sign or no reason outside of macroeconomic conditions that has caused this wave of selling in my opinion. I do not believe that a period of comments and (justified) questions from a group of investors on Agoracom caused the decline. Very, very much upside potential from now on. I can't wait to buy more shares tomorrow and I expect many to do so. At these levels, I don't even care if it's for 3.6 usd or 3.8 USD/share. This is a bargain price, I will pay what sellers are asking. Good times coming. Enjoy your sunday.
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