POET Technologies Discussion Forum

Message: For investors, the simpler the better

Industry insiders might want a detailed tutorial, but making an investor argument for the OI needs to be simple. 

See slide 9 from the March 2019 presentation.


Can't they simply say?  "We plan to replace all of this (insert gold box picture) with this (a single wafer scale Optical Interposer) in millions of transceivers" or "This (OI) will make this (gold box) obsolete". Then mention the advantages, cost, manufacturing, testing etc and the market. 

Investors don't know "wafer scale", "known good die" and so forth, but they do know if you can replace something big and complex with something smaller, cheaper and better in an industry where demand is exploding, they will bite. 

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