Good post lumenge. I  would ad that Sanan IC have got a huge stake in this so one could envision that they would want POET  to  get what they  need to  ensure the Alpha's get into the hands of  customers like the  recently re-engaged Accelink. 

Should be an interesting week coming up. Now that POET is out of blackout maybe there is some sweet news to appease shareholder concerns before the meeting.

The cranky forum  can be turned around in an instant with  the  right news release.

Bottom line  is that the company needs to grow. Time is money and money provides opportunities to grow the business without delay. Get  production into the market place and that includes 400G production with a partner(s)  to be announced next month. Will we  see production based in North America for increased diversity. New product offerings with an unconstrained platform.

Think about  AI and  what we know about  Inorganic Intellegence. The  deep connections POET has to this company. The technology and the people behind this company.

Suresh has done it again. He is way ahead of  the  curve on this one.

I would like to quote the following from a very big shareholder:

Inorganic Intelligence’s founders understand that there are three pillars for a successful AI architecture. It must:

· Solve real customer problems

· Be designed for reliability, manufacturability, and low-cost from the start

· Have a robust developer and deployer ecosystem that integrates seamlessly with customers’ existing flows 

These are the same statements Mr Lazovsky echoed at the 2019 Poet AGM, same tune folks, same singer, only difference is a 65 billion dollar TAM! He basically cherry picked the highest most profitable sector (to which he will benefit greatly, who wouldn't) and maximize Poets optical interposer to its fullest potential for its greatest potential gain. Even Suresh said during his latest presentation that the AI and the optical computing space could have a 10 to 100 multiplier in units for its product demands over the data center market.

Here's the main point, Mr Lazovsky didn't leave Poet to walk into the sunset and sling back Margaritas, he left to make something special he's seen from Suresh's brilliance, something that he's seen firsthand for the entire development cycle of the interposer, let's hope for our futures, they both live up to their glorious expectations.