Aiming to become the global leader in chip-scale photonic solutions by deploying Optical Interposer technology to enable the seamless integration of electronics and photonics for a broad range of vertical market applications

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Message: Re: Doesn't Add Up
21
Dec 10, 2020 01:05PM

RTV, I would tend to agree but I think we can all agree that forecasting without the benefit of having historical data as the basis for the other myriad of assumptions that must be made is incredibly difficult. Consequently, I think much of this forecast is a situation of under promise and over deliver. There are far too many critical assumptions for Poet to make any kind of reasonable approach to a forecast. As more products get launched and more customers indicate their adoption we may get updated forecasts that present less of a guess.

Personally, it's more important for me to  hear an announcement that PO's are in-house and production is starting. Once that starts and revenue streams begin then forecasts will become more meaningful 

Respectfully

Hogan

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